Dollars and Sense: Estate Planning, Part I

Bozeman Public Library presents Dr. Marsha Goetting from the MSU Extension for a virtual program. Dr. Goetting will be offering 3 sessions on estate planning starting with “What Factors Decide Who Receives Your Property After You Die?” The property of Montanans who do not have a written will or a trust is distributed according to the “law of intestate succession.” However, Montanans need to understand how they have titled their property could over-ride this law. And they need to realize that beneficiary designations cannot be “undone” with a written will or trust. Be sure the assets you have worked so hard to acquire pass to people you want instead of being decided by the Montana Legislature.
Look for session 2: Save More Money For Your Heirs By Avoiding Probate
The Dollars and Sense series invites you to explore issues related to financial literacy, personal finance, and the economy with knowledgeable presenters.