Using Trusts to Accomplish a Variety of Estate and Legacy Planning Goals
February 16, 2021
Download Resources (PDF)
- Revocable Living Trusts. (MT199612HR) (2019) [Order Online]
Defines and explains the benefits, shortfalls, and costs of living trusts.
- Financial, Estate, and Health Care Planning Documents for Montanans Concerned About
Memory Loss. (MT202005HR) (2020) [Order Online]
All Montanans should plan for the future. For those who are concerned about memory loss, completing financial, estate and health care documents is even more important. Anyone could develop some form of dementia or experience a debilitating brain injury from a stroke or accident. These events have the potential to affect one’s ability to remember, to reason, and to make decisions about finances, legacies, and health care treatments.