Organizers            Past Recordings and Resources     


All sessions will broadcast from 12:05 p.m. - 12:55 Mountain Time

 

  • March 4, 2020
    To Quote Shakespeare: To have a trust or a will…Aye, that is the question
    Presenter:  Marsha Goetting, Montana State University Extension

    Although revocable living trusts have existed for many years, they have recently gained more visibility. You may have read newspaper advertisements for free seminars on the benefits of a revocable living trust, or perhaps you’ve seen television commercials suggesting that everyone should have one.  A revocable living trust can be an excellent tool for some types of estate planning. But it is not an appropriate choice for everyone.  Dr. Goetting will explore the advantages and disadvantages of revocable living trusts, testamentary trusts, and wills.  She will also investigate alternative legal arrangements that are less expensive and may accomplish your goals more effectively, such as a durable power of attorney.  She will keep you actively involved by having you answer questions during the sessions. Dr. Goetting has also enhanced her presentations by combining her appreciation of Montana wildflowers with her desire to help you remember appropriate uses of trusts, wills, and financial powers of attorney.

  • March 11, 2020
    Financial and Estate Planning Legal Tools for the Early Stages of Alzheimer's Dementia or other Cognitive Impairments
    Presenter:  Marsha Goetting, Montana State University Extension

    This session for people who know someone who may be showing symptoms of Alzheimer’s.  It’s also for caregivers who face "double planning legacy planning".  Learn what legal and financial steps should be taken before a diagnosis of Alzheimer’s, related dementias or cognitive impairment and what alternatives are left after diagnosis. Don’t miss this opportunity to participate in a presentation that is not only enlightening, but also interesting.  Dr. Goetting 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 throughout the sessions. Dr. Goetting has also enhanced her presentations by combining her appreciation of Montana wildflowers with her desire to help you remember strategies to use with loved ones who are facing Alzheimer’s Dementia.

NOTE DATE CHANGE BELOW

  • March 25, 2020  
    Families and Legacies:  Challenging Decisions
    Presenter:  Marsha Goetting, Montana State University Extension

    Do you know who will receive your property if you pass away without an estate plan? Do you how title on your real and personal property impacts who receives it upon your death? Dr. Marsha Goetting, Montana State University Extension Family Economics Specialist will answer these questions and also explore how you can avoid probate with payable on death designations (PODs), transfer on death registrations (TODs), and other beneficiary designations. During this informative presentation, Dr. Marsha Goetting combines her appreciation of Montana wildflowers with her desire to help you remember strategies to make estate planning easier and less expensive.