Michael Costle, Financial Advisor CRPC

2246 Boot Hill Court, Suite 6A
Bozeman, MT 59715

Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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