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  • Lending Money to Family Members. (MT199323HR) (2018)  (PDF Version) (HTML Version-ADA Accessible[Order Online]
    Analyzes not only the potential hazards of loaning money to relatives but reviews the tax implications and other legal aspects of the various options you have in making a loan, co-signing a loan, and designating a loan as a gift.

  • Montana Common Law Marriage & Estate Planning (MT201408HR) (2019) (PDF Version) (HTML Version-ADA Accessible)[Order Online]
    Explores Montana common law marriages from an estate planning perspective. Topics include: The definition of common law marriage, what establishes a common law marriage, what documentation is necessary for a common law marriage, and what amount the surviving spouse of a common law marriage inherits.

    • Affidavit of Common Law Marriage (Montana Judical Branch) (PDF)

  • Premarital Agreement Contracts in Montana: Financial and Legal Aspects (MT201212HR) (2017) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
    Help couples resolve concerns over money, work, children, the home, and other mutual issues. This publication lists items to consider and highlights some of the financial and legal aspects of this contract.

  • Remarried Families: Making Financial Decisions (MT201211HR) (2017) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
    Explains how to develop spending plans and successfully communicate about financial goals within a remarried family, others often face additional factors that may make financial decision-making more complex than in "first-family" situations.

  • Talking With Aging Parents About Finances (MT199324HR) (2017) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
    Gives advice for dealing diplomatically with family finance issues.