Barron’s Recognition

We have exciting news to share! Stack Financial Management was recently named by Barron’s as one of the top 1200 financial advisors in the country, and earned the top spot for the state of Montana in Barron’s “2021 Top Advisor Rankings by State.” This honor recognizes the role we play, in helping our clients navigate their financial futures.

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Part 2: Emergency Contacts

Something that everyone should have is an emergency contact list. It should be readily available to anyone staying in your home. You should also provide a copy...

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Part 3: Financial Matters

While your will covers how to split up your assets, it doesn’t delve into the nitty gritty details of your financial picture. By giving your executor all the pertinent details...

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Part 4: All Things Real Estate

The checklists for this installment of our Planning Beyond the Will series include all things related to any real estate. One checklist is dedicated to information regarding any property and home(s) you own.

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Part 5: Tangible Items

This segment of our Planning Beyond the Will series includes two checklists to address any tangible items you may wish to leave to your heirs.  One checklist is designated for…

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Part 6: Family Pets

We know you love your pets and want to ensure your four-legged family members aren’t overlooked.  When it comes to pets, the law considers them to be tangible, personal property. …

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Part 7: Your Digital Footprint

Technology is constantly evolving, and for most, our electronic gadgets and digital world keeps growing. Many people don’t consider the importance of how they’d like their digital estate to be handled upon their passing.

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