Important Decisions and Tough Conversations
June 16 Resources
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- Top Ten Estate Planning Actions for Montanans
- Estate Planning in Montana: Getting Started. (MT199508HR) (2017) [Order Online]
Explains how--and why---to arrange for the future distribution of your property in Montana.
- Talking With Aging Parents About Finances (MT199324HR) (2017) Order Online
Gives advice for dealing diplomatically with family finance issues.
- Property Ownership. (MT198907HR) (2019) [Order Online]
Describes the three main forms of property ownership in Montana, plus real-life examples of estate settlement for each.
- Life Estate: A Useful Estate Planning Tool. (MT200510HR) (2015) [Order Online ]
Explains how to allow someone to possess property during his/her lifetime before the estate passes on to another person or organization.
- Life Insurance: An Estate Planning Tool. (MT199211HR) (2018) [Order Online]
Explains when life insurance should be part of a family's estate plan.
- Letter of Last Instructions. (MT198904HR) (2017) [Order Online]
Explains what should be included in a letter of last instructions to assist survivors after the death of the writer.
- Letter of Last Instructions Worksheet: (2017) A worksheet to fill in the necessary information to help prepare the Letter
of Last Instructions that pertains to your situation. (WORD File)
- Letter of Last Instructions Worksheet: (2017) A worksheet to fill in the necessary information to help prepare the Letter of Last Instructions that pertains to your situation. (WORD File)
- Estate Planning for Families with Minor and/or Special Needs Children. (MT199117HR) (2018) [Order Online]
Explains how to provide for children's physical and financial care in case of parents' death. Includes special instructions concerning special needs children and stepchildren.
- Transferring Your Farm or Ranch to the Next Generation. (EB 149) (2016) [Order Online]
Includes sections on starting a conversation with family members who are in denial or reluctant to discuss the situation; how to pinpoint your own and family members' expectations; identifying what is important to each generation; and options for ownership. Several worksheets are included to help both parents and adult children identify their goals and expectations.