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7 months ago · by · 0 comments

Winterizing your home

Here are some great things to check and do before winter hits.  These items are listed in Popular Mechanics and well worth sharing.

 

Save money and remain cozy throughout winter by acting now before the bitter cold arrives.
  1.  Change Furnace Filters. …
  2.  Run Fans in Reverse. …
  3.  Winterize Your A/C and Water Lines. …
  4.  Turn Down Your Water Heater. …
  5.  Dodge the Draft(s) …
  6.  Install Storm Doors and Windows. …
  7.  Give Your Heating System a Tune-Up. …
  8.  Mind That Thermostat.

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7 months ago · by · 0 comments

What if…

What if…

Imagine you are a rancher in Montana.   A successful  rancher.  A smart guy.  You raised a family with a couple kids who loved growing up on a Montana ranch.  You created a great life for your family and now, you are looking thinking of the future when you are no longer around  and not sure where to turn.

 

Kids are grown, with Bill, working the ranch alongside you.  This is his livelihood and he is looking forward to taking over the reins when the time comes.  Kerri has decided she likes the East Coast lifestyle after college and has decided to stay out there and opened up a design business.

As we sit down to work on your plan, we figure out your ranch is worth $5 Million.  A great legacy that has been built through hard work and making the right decisions.  The problem comes in when, the time comes, how do you divide up the ranch to make sure Kerri gets her inheritance and Bill gets to continue to live on the ranch.

 

One outcome,   which, is not favorable, is to have Bill sell the ranch, so, Kerri can get her $2.5 Million.  Bill’s life would be affected drastically.  Another alternative is to create a life insurance program,  that, upon your death, $2.5 Million gets transferred to Kerri, tax free, and Bill keeps the ranch.

These are the things that I can take care of for you.  We can create a plan that would protect your kids and continue your legacy you have worked so hard to build and protect.  The question is, when do you want to get started…

 

Our office, Legacy Insurance Group of Montana, is dedicated to taking care of our clients and building relationships so we can have these discussions.  Nobody wants to talk about these things, but, if they don’t plan, the future would not turn out the way they want it to.

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9 months ago · by · 0 comments

So your child is ready to drive. Let us help

Teen driver contract video

I am sure your kids are the safest drivers out there on the road.  Or, are they?  We, as parents, want to trust and protect our children from any harm that might be headed their way.  One of the ways most of us function is, if we have some accountability, it helps us make the right choices when no one is around.  Please check out this contract it might help you as your young driver is hitting the streets.  It is a great way to partner with them and shows a commitment on both parts.

Hope you enjoy this contract and that it can bring some peace into a stressful time in both your lives.

Wishing you the best,

 

Jayson

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