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Families & Legacies: Challenging Decisions

Estate Planning Workshops To Be Held Feb. 7-8

 

January 25, 2023 | View PDF



MSU Extension Family Economics Specialist Dr. Marsha Goetting will be offering estate planning workshops in Roosevelt, Daniels, Sheridan, and Richland counties. If you think estate planning is a boring topic, then you haven’t been to one of Marsha Goetting’s educational sessions. She has a reputation for her ability to make presentations interesting and useful to participants. She will keep you actively involved by having you answer questions with a response clicker. For example, if a widow dies without a written will and has two children that proceeded her in death, what fraction do the grandchildren receive, if any? Suppose a husband dies first in an accident and the wife dies three days later? If they don’t have a written will or children, whose relatives receive the property?

Plan to attend one of the following sessions:

Tuesday, Feb. 7, 10 a.m., RC Complex Meeting Room, 307 Broadway, Culbertson

Tuesday, Feb. 7, 5:30 p.m., Nemont Friendship Room, 61 Hwy 13 S., Scobey

Wednesday, Feb. 8, 10 a.m., Cousins Family Restaurant, 118 S. Main St., Plentywood

Wednesday, Feb. 8, 6 p.m., Meadowlark Upstairs Room, 117 S. Central Ave., Sidney

You will also discover how title to property has an impact on who receives it when you pass away. You will learn when a will or trust has control over your property and when neither one does. You will find out how you can avoid probate with payable on death (POD) designations, transfer on death (TOD) registrations and transfer on death deed (TODD) for an interest in Montana real property to one or more designated beneficiaries. She will also highlight two Montana statutes that allow you to save money on your state income taxes. Don’t miss this opportunity to attend a presentation that is not only enlightening, but also fun!

The meetings are being sponsored by MSU Extension in Roosevelt, Daniels, Sheridan, and Richland counties, the Montana Community Foundation, and local Community Foundations.

For more information, contact your local MSU Extension office. Roosevelt, 406-787-5312; Daniels, 406-478-2861; Sheridan, 406-765-3406; and Richland, 406-433-1206.

 

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