Estate Planning Workshops
- Tuesday, January 29, 2019 from 2:00pm to 8:00pm
- Broadwater County Fairgrounds, 189 Hwy 12 E, Townsend, MT 59644
Come to one session or both! It’s your choice! Schedule of Workshops
Families and Legacies: Challenging Decisions | 2:00-4:00 pm
While everyone owns some type of property—saving accounts, stocks, mutual funds, automobiles or a home—many are unaware how the wording on accounts, titles, or deeds determines who receives them upon the owner’s death. “Most people have strong feelings about who gets the property we have worked so hard to accumulate,” says Dr. Marsha Goetting, MSU Extension Family Economics Specialist. Dr. Goetting has combined her career-long emphasis in estate planning with her recent passion for wildflowers in a creative presentation. Regardless of your age, financial situation, or marital status you will learn facts that will help you jump-start your estate planning preparations.
Dinner - Sponsored by PerforMix Nutrition | 5:30 pm
Succession Planning for the Next Generation of Montana
Farmers and Ranchers | 6:00-8:00 pm
An important goal for many Montana farm/ranch family enterprises is to transfer land and business to the next generation. The process is challenging because it includes a complex web of economic, legal, and family decisions. Some families avoid the process completely and die without a will, trust, or any type of transfer plan in place. Other families confess they started the process but found they did not want to deal with the conflict that arose because of the differences among members regarding goals, values and perceptions of fairness and equity. Dr. Marsha Goetting, MSU Extension Family Economics Specialist, will explore what happens when a farmer/rancher dies without a plan, equal vs. equitable division of property, ways to avoid probate, and ideas for conversation starters.
Please RSVP for dinner by Friday, January 25th by phone 406.266.9242 or email firstname.lastname@example.org.