1 11 msu extension estate planning publications. 2 22 main author: marsha a. goetting ph.d., cfp ®,...

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

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Website

www.montana.edu/estateplanning/eppublications.html

Print out FREE

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Available FREE:

From local county Extension offices

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Order from:

store.msuextension.org…but there is a charge for postage

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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

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CremationMT200201HR

Explores:•Personal & family concerns•State & Federal regulations•Costs

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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

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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)

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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

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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.

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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

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Glossary of Estate Planning Terms

MT200202HR Provides definitions of some

of the estate planning terms used in MSU Extension Estate Planning MontGuides

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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

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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

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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

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Montana’s End-of-Life Registry MT200602HR

Answers commonly asked questions about the Montana End-of-Life Registry

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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

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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

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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

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Probate in Montana

MT199006HRProvides guidelines & costs for the process of settling an estate in Montana

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Property Ownership MT198907HR Describes the three main forms of property ownership:• Solely-owned• Joint tenancy with right

of survivorship• Tenancy in common

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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

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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)

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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

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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

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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

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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

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Wills MT198906HR

Outlines why & how to construct a will including: •Costs•Restrictions •Changes after its completion

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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

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Family Economics Website

www.montana.edu/extensionecon/familyeconomics.html