Webinars and Videos

Webinars:

• Wisdom Wednesdays Estate/Legacy Planning Insights
  
  
• Tuesday Tips:  A Series of 45 Minute Estate and Legacy Planning Webinars
  
  
• MontGuide Mondays:  A Series of 60 Minute Estate and Legacy Planning Webinars
  
  
• Next Generation Conference
  January 26: https://youtu.be/7AYMBWANj1Y - Jane Wolery, Teton County Extension Agent
  https://youtu.be/Qkv1DiZjwcg - Marsha Goetting
  
  You will not want to miss this dynamic and high energy evening with Teton County MSU Extension Agent Jane Wolery and MSU Extension Specialist Dr. Marsha Goetting.  Jane will lead the evening off with “FENCES – Families Engaging Nicely in Communicating ExpectationS”.  A farm girl at heart, Jane will share how important communication is in moving your family operation forward and having effective lines of communication.  This will lead into how to start those succession and estate planning conversations that Dr. Goetting will share are a must have.
  
  
• Tuesday Tips:  3 Estate Planning Webinars (sponsored by AARP and MSU Extension) September 2020 
  If you want access to the recordings you will need to register first.
  
  • September 15, 2020:  Property, Wills, and Montana Law
  • September 22, 2020:  Estate Planning Beneficiary Designations that Avoid Probate     
  • September 29, 2020:  Joint Tenancy with Right of Survivorship, Health Care and Financial Powers of Attorney
    
    
• Tuesday Tips:  A Series of 30-Minute Estate and Legacy Planning (2020)
  
  
• Solid Finances
  
  
• Financial and Health Care Power of Attorney (Ravalli County Extension Noon Hour Webinar Series) (1 hour)
  
  
• Legal Ways to Avoid Probate ((Ravalli County Extension Noon Hour Webinar Series) (1 hour)
  
  
• Families and Legacies:  Challenging Decisions (Solid Finances) March 25, 2020 (1 hour)
  
  
• Financial and Estate Planning Legal Tools for the Early Stages of Alzheimer's Dementia or other Cognitive Impairments (Solid Finances) March 11, 2020 (1 hour)
  
  
• To Quote Shakespeare:  To Have a trust or a will...Ayw...that is the question (Solid Finances) March 4, 2020 (1 hour)

Videos:

As of October 1, 2019, the information about beneficiary deeds in the video is out of date.  Beneficiary deeds have been replaced by Transfer on Death Deeds.  Specific information about Transfer on Death Deeds is provided in the webinar recording below (If you want access to this recording you will need to register first):

September 22, 2020:  Estate Planning Beneficiary Designations that Avoid Probate    

Wildflower Reflections:  Families, Legacies, and Estate Planning (1 hour and 39 minutes) is presented by Marsha A. Goetting, Montana State University Extension Family Economics Specialist.  You will learn who receives your property if you pass away without a written will.  You’ll discover when a will or a trust has control over your property and when neither one does.  You will discover how you can avoid probate with the Montana estate planning tools of POD designations, TODs, and beneficiary deeds.  She also highlights a Montana statue that allows you to distribute items that do not have a title.  This video is developed courtesy of:

• MCAT Misssoula
• Montana Geriatric Education Center
• University of Montana
• Missoula Aging Services
• Montana State University Extension
• AARP Montana