Montana State University

Financial and Estate Planning Webinars

 

Recorded Webinars

Financial Management:

  • Get a Grip on Your Money: (Solid Finances) Explains the tools and resources used in the Get a Grip on Your Money packet. (53 minutes)

  • PowerPay: Describes how you can utilize Power Payments to reduce interest costs on your debt payments.  (27 minutes)

Savings and Investing:

Retirement Planning:

  • Retirement Planning at Any Age: (Solid Finances ) Explains the aspects of retirement planning depending on age 20? 30? 40? 50? or 60? (39 minutes) January 26, 2012

Estate Planning:

  • Beneficiary Deeds & Controlling What Happens to Your Remains (Montana Right of Disposition Act): The advantages and disadvantage of beneficiary deeds are explored.  The 2009 legislature passed a law that allows Montanans legal control over the disposition of their remains after death.  The law also designates who has the right to make funeral and disposition decisions for a deceased Montanan if he or she hasn’t made prior arrangements. February 18, 2010 (58 minutes)

  • NewLong-Term Care Partnership Insurance Program: This Webinar describes how Montanans who purchase a long-term care partnership insurance policy are protected from the requirement that they have to “use up” almost all their financial resources to qualify for Medicaid.  When a Montanan who has purchased a qualified long-term care partnership insurance policy needs care, benefits will help cover the costs of care up to the maximum lifetime limit (often called pool) of the policy. (1 hour) February 7, 2012

  • Think You Know Who Receives Your Property When You Pass Away: Explains how your property will transfer if you pass away without a will in Montana. September 23, 2009. (45 minutes)

  • Probate in Montana and Controlling What Happens to Your Remains; Solid Finances in Economic Times Series. December 3, 2009. (44 minutes)

  • What Are Your Rights Over Your Remains: The 2009 legislature passed the Montana Right of Disposition Act that allows a person to provide instructions for disposing of his or her remains or to designate an agent with authority to make such decisions. October 28, 2009 (31 minutes)

  • Wills and Trusts: Answers typical questions that have been asked about wills and trusts. October 28, 2009. (40 minutes)