Estate Planning: Tools for Avoiding Probate
December 15 @ 6:00pm
Learn how to get your affairs in order with Dr. Marsha Goetting, a Professor and Extension Family Economics Specialist at Montana State University. The public is invited to attend these free in-person seminars on estate planning. 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.
December 15 – Tools for avoiding probate on your assets to save money for your beneficiaries
Yes, it’s true. The Montana Legislature has made available tools that allow you to avoid probate on most of your assets. You can avoid probate with payable on death designations (PODs), transfer on death registrations (TODs), a transfer on death deed (TODD) for real property, and a beneficiary designation for your vehicles and vessels. She will explore the income tax impact when gifting or leaving assets as an inheritance. She will also reveal how a Montana Medical Care Savings account can be a living legacy as well as a death legacy for your beneficiaries.
