1 11 msu extension estate planning publications. 2 22 main author: marsha a. goetting ph.d., cfp ®,...
TRANSCRIPT
1 11
MSU Extension Estate Planning Publications
2 22
Main Author:Marsha A. Goetting Ph.D., CFP®, CFCS
Professor & Extension Family Economics SpecialistDepartment of Agricultural Economics & Economics
3
Website
www.montana.edu/estateplanning/eppublications.html
Print out FREE
44
Available FREE:
From local county Extension offices
55
Order from:
store.msuextension.org…but there is a charge for postage
6
Accessing a Deceased Person’s Financial AccountsMT200301HR Describes how heirs can access deceased person’s financial accounts
777
AnnuitiesMT199213HR
Provides information about annuities
Outlines how to shop for an annuity
888
Beneficiary Deeds in Montana MT200707HR
Explains how Beneficiary Deeds allow owners of real property to: • Transfer their Montana property to one or more beneficiaries without probate
999
Using a Bypass Trust to Provide for Children from Remarried, Step, and Blended Families
MT201407HR Explores:• Important issues for Montana
families (remarried, step, and blended) about the varying challenges to the estate planning process.
101010
Montana Common Law Marriage & Estate PlanningMT201408HR Explores:•Montana common law marriage from an estate planning perceptive
111111
CremationMT200201HR
Explores:•Personal & family concerns•State & Federal regulations•Costs
121212
Designating Beneficiaries Through Contractual ArrangementsMT199901HR
Learn about transferring your assets through contractual arrangements: • Insurance policies• IRAs• Employee benefit plans • Payable on death accounts (POD)• Transfer on death accounts (TOD)
131313
Dying Without a Will in Montana: Who Receives Your PropertyMT198908HR Provides legal terms &
detailed examples of possible scenarios for distribution of property if a person dies without writing a will
141414
Dying Without a Will in Montana: Interactive Web site
www.montana.edu/dyingwithoutawill
Web site illustrates how your property will be distributed under Montana law if you are a Montana resident and if you pass away without a written will (as do 7 out of 10 Americans)
151515
Estate Planning for Families with Minor &/or Special Needs Children MT199117HR
Explains how to provide for children's physical & financial care in case of parents' death
1616
Estate Planning: Getting Started MT199508HR
Explains how & why to arrange for the future use & distribution of your property
1717
Estate Planning Tools for Owners of Pets & Companion Animals or Service Animals MT201405HR
Outlines legal options for owners who plan to name a caregiver for their pets.
1818
Federal Estate Tax MT199104HR
Analyzes how federal tax laws affect individual estates
1919
Gifting: A Property Transfer Tool Estate Planning
MT199105HR
Explains how to use:•Gifts of real & personal property to reduce income taxes & eventually estate taxes
2020
Glossary of Estate Planning Terms
MT200202HR Provides definitions of some
of the estate planning terms used in MSU Extension Estate Planning MontGuides
2121
Letter of Last Instructions MT198904HR
Explains what should be included in a letter of last instructions to assist survivors after the death of the writer
2222
Life Estate: A Useful Estate Planning Tool MT200510HR
Explains how to leave a life estate to someone for use during his/her lifetime with estate passing on to the remainderman after the death of the life tenant
2323
Life Insurance: An Estate Planning Tool MT199211HR
Explains uses of life insurance as a part of a family's estate plan
2424
Long-Term Care Partnership Insurance in Montana
MT201202HR
Provides basic information about the Montana long-term care partnership insurance program, tax benefits, and shopping tips
2525
Medicaid & Long-Term Care Costs MT199511HR Outlines the legal & tax ramifications
Explores impacts on emotional & physical health of financing long-term care
2626
Montana’s End-of-Life Registry MT200602HR
Answers commonly asked questions about the Montana End-of-Life Registry
2727
Montana Rights of Terminally Ill Act MT199202HR
Describes how a person can choose to terminate his/her medical treatment, if they have an incurable or irreversible condition
282828
Describes how a parent or other adults can make gifts of assets to children: Bequests with a will Distributions from a trust Gifts while living
Montana Uniform Transfers to Minors Act (UTMA) Custodial Accounts for Children Under Age 21MT199910HR
2929
Nonprobate Transfers MT199509HR
Describes the various forms of ownership that allow the deceased's property to bypass probate & transfer directly to beneficiaries
3030
Personal Representatives MT199008HR
Explains responsibilities of a personal representative when settling an estate
3131
Power of Attorney MT199001HR
Explains how to give another person authority to make financial decisions for you
3232
Probate in Montana
MT199006HRProvides guidelines & costs for the process of settling an estate in Montana
3333
Property Ownership MT198907HR Describes the three main forms of property ownership:• Solely-owned• Joint tenancy with right
of survivorship• Tenancy in common
3434
Provider Orders for Life-Sustaining Treatment MT199008HR
Form that gives you control over your medical treatments near the end-of-life.•Recognized as an actual medical order
3535
Revocable Living Trusts MT199612HR
Explains:•Benefits & shortfalls•Costs & tax consequences of living trusts
3636
Selecting an Organizational Structure for Your Business MT199708HR
Describes the various types of business structure: • Sole proprietorship• Partnership• Corporation (S&C)• Limited liability company (LLC)
3737
Settling an Estate: What Do I Need to Know MT201004HR
Assists survivors start the process of settling an estate & ease the burden following the death of a loved one
3838
Transferring Your Farm or Ranch to Next Generation EB 149
Provides ideas about starting a conversation with family members who are reluctant to discuss estate planning
3939
What Are Your Rights Over Your Remains? MT200918HR
Describes the Montana Right of Disposition Act that allows a person to provide instructions for disposing of his or her remains
4040
Who Gets Grandma’s Yellow Pie Plate? MT199701HR
Explains how to deal with some of the issues that may arise with the transfer of non-titled property
4141
Wills MT198906HR
Outlines why & how to construct a will including: •Costs•Restrictions •Changes after its completion
4242
Estate Planning: The Basics Packets EB 144 COST $10.00
19 Estate Planning guides Free Additional guides can be
ordered Name will be added to a
mailing list to receive update when there are state & federal law changes
43
Family Economics Website
www.montana.edu/extensionecon/familyeconomics.html