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MSU Extension Estate Planning Publications

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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

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AnnuitiesMT199213HR

Provides information about annuities

Outlines how to shop for an annuity

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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

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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.

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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)

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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

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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

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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

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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

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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

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Personal Representatives MT199008HR

Explains responsibilities of a personal representative when settling an estate

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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

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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