Download Resources (PDF)

  1. Save Montana Income Taxes with a Charitable Gift Annuity:  A Legacy Qualifying for the Montana Endowment Tax Credit (METC)
    MSU Extension MontGuide
    (PDF Version) (HTML Version-ADA Accessible) [Order Online] 
    Explains how charitable gift annuities could be used to meet both the altruistic and tax savings goals of Montanans.

  2. Income Tax Impact While Selling, Gifting, or Leaving Property as an Inheritance 
    MSU Extension MontGuide
    (PDF Version) (HTML Version-ADA Accessible) [Order Online]
    Before reaching a decision to sell, give, or leave property as an inheritance, owners should become aware of the income tax concepts of     basis, adjusted basis, stepped-up basis on inherited property and the carryover basis on property the owner gifts during lifetime. This MontGuide will expand on the above concepts and illustrate the potential tax consequences.

  3. Montana Medical Care Savings Accounts (MSAs) for the 2022-2023 Tax Years 
    (MSU Extension MontGuide) 
    (    PDF Version) (HTML Version-ADA Accessible) [Order Online]
    A Medical Care Savings Account (MSA) can provide a deduction from Montana state income tax. This  MontGuide explains who is eligible, what expenses are allowed, and how to set up an MSA.

  4. IRS Publication 502: Medical and Dental Expenses
    https://www.irs.gov/pub/irs-pdf/p502.pdf

  5. Leave a Legacy (Montana State University Alumni Foundation)
    https://plannedgiving.msuaf.org

  6. Montana Endowment Tax Credit (Montana Community Foundation)
    https://mtcf.org/giving/montana-endowment-tax-credit

Estate Planning Website

For further information, visit the Estate Planning website at www.montana.edu/estateplanning. 

This website provides current information about estate planning for Montanans who are interested in learning by attending webinars, in-person workshops, viewing MSU Extension MontGuides and other bulletins, and other information.