Grab & Go Mini Programs are designed for 15 - 20 minute presentations:

  1. PODs, TODs, and Other Beneficiary Designations
  2. Long-Term Care Partnership Insurance in Montana
  3. Letter of Last Instructions
  4. Estate Planning for Minor and/or Special Needs Children
  5. Power of Attorney
  6. Provider Orders for Life Sustaining Treatment (POLST)
  7. Are you Credit $avvy?
  8. How to Be a Smart Saver? 
  9. Save Money on Taxes with a Montana Medical Care Savings Account (MSA)   (Revised November 2018)
  10. Saving for Retirement
  11. Avoid Probate on Your Home with a Beneficiary Deed
  12. Who Gets Your Property When You Die?
  13. Homestead Declaration
  14. Who Gets Grandma’s Yellow Pie Plate and Grandpa’s Watch?