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If you are curious about how to best preserve, protect, and pass on any assets these seminars will fill the bill.
This three-part series will be held in the Community Room, Monday evenings, 6:30-7:30 PM. The public is invited to attend these free in-person seminars. RSVP is NOT required. A large estate is not required. If you are curious about how to best preserve, protect, and pass on any assets these seminars will fill the bill. Please arrive early for best seating.
Monday, November 18: What Factors Decide Who Receives Your Property After You Die? Did you know that the property of Montanans who die without a written will is distributed according to the “law of intestate succession?” How you may or may not have titled your property and assets could over-ride this law. Be sure the assets you worked so hard to acquire pass to people you want.
Monday, November 25: Probate: It’s not as Bad as People Think! A planned probate can be a helpful way for families to inherit. There are ways to lower the cost of probate. Although an estate in probate may seem lengthy and detailed, and the costs prohibitive, probate is mandated by Montana law to assure that the property of the deceased is accounted for, and that all debts are paid.
Monday, December 2: What are Revocable and Testamentary Trusts? In certain situations, a revocable and testamentary trusts can be useful estate planning tools. Explore how special needs trusts can be established for minor children and adults with special needs. Learn about the meaning of the various phrases often used in trusts. Explore family circumstances for which a trust could be most beneficial.
Dr. Marsha Goetting is a Professor and Extension Family Economics Specialist at Montana State University in Bozeman. She was the first Montanan to receive the Distinguished Service Ruby Award from Epsilon Sigma Phi, an Extension Honorary award. Dr. Goetting is a member of the Montana Alzheimer’s and Related Dementia’s Coalition. She received her PhD from Iowa State University and her Master’s and Bachelor’s degrees from Kansas State University.
