• June 16, 2020 
    Important Decisions and Tough Conversations
    What is your legacy? What are the differences among estate planning, succession planning, transition, and legacy planning? What are some ideas for starting the difficult conversation about Transition Planning?
    Resources
    You Tube LinkDownloadable Version (MP4)

  • June 2, 2020
    Montana Medical Care Savings Accounts
    Save money on your Montana income taxes with a Montana Medical Care Savings (MSA) account and create a legacy at the same time.
    Resources
    You Tube Link | Downloadable Version (MP4)

  • May 26, 2020
    Financial Power of Attorney and Health Care Power of Attorney
    During this time when we are all facing anxiety and disruption, our vulnerable are at especially high risk.  This webinar will introduce a new form for the Montana Health Care Power of Attorney, along with a packet of accompanying forms. The materials were developed by the Health Care Law Section and Business, Estates, Trusts, Tax and Real Property Section of the State Bar of Montana; Montana State University Extension and the Alzheimer's Workgroup.  Highlights from the Montana statutory Financial Power of Attorney Act will also be discussed.
    Resources
    You Tube Link | Downloadable Version (MP4)

  • May 19, 2020
    To Gift or Not to Gift?
    Should you gift while you are alive or leave a bequest after you die?
    Resources
    You Tube Link | Downloadable Version (MP4)

  • May 12, 2020
    Trusts 101
    What are the differences between a living trust and a testamentary trust? How could you use a testamentary trust to treat your grandchildren equally or unequally?
    Resources
    You Tube Link (Not working) | Downloadable Version (MP4)

  • May 5, 2020
    Equal vs. Equitable in Estate Planning
    What do you need to consider when writing a will? How do you distinguish between “equal” vs “equitable”?
    Resources
    You-Tube Link |Downloadable Version (MP4)

  • April 28, 2020
    The Ins and Outs of Joint Tenancy
    Overheard at a local café: “My property is held in joint tenancy with right of survivorship, I don’t need a will.  Right?” “When I remarried I placed my property in joint tenancy with my new wife.  I can write a will to leave the property to my kids.  Right?”  “I added my daughter’s name to my checking account. That was the right thing to do, Right?” Hear Marsha’s response. Hint: she says Probably WRONG, WRONG, WRONG
    Resources
    You-Tube Link |Downloadable Version (MP4)

  • April  21, 2020
    Distributing Personal Property
    How can you provide for the distribution of treasured personal property items so your children don’t fight over them after you die?
    Resources
    You-Tube Link | Downloadable Version (MP4)

  • April 14, 2020
    Beneficiaries 101
    What’s a POD?  What’s a TOD?  Using these two beneficiary designations on financial accounts is one way to avoid probate.  What beneficiary designations can be placed on United States Savings Bonds? Are your beneficiary designations on life insurance, IRAs and other retirement accounts up-to-date?  How can you leave your real property to beneficiaries without it going through a costly probate?
    Resources
    You-Tube Link | Downloadable Version (MP4)

  • April 7, 2020
    Dying Without a Will
    Think you know who receives your property if you don’t write a will?  Think again! And, if you have a written will, is the phrase “by right of representation” included?  Do you understand what that phrase means?
    Resources
    You-Tube Link | Downloadable Version (MP4)