MSU Extension Family Financial Management Publications

Download Family Financial Publications Flyer, fillable form (PDF)

Notes:

All MontGuides are available free from County Extension Offices. The links below are to the Extension Publications Store. At this site you can download the PDF version, HTML version (ADA Accessible), or Order the Hard Copies.
Most Bulletins are available free. Others have a charge. Costs are noted.
Reprint means use present supplies and then order new publications.
Revised indicates substantial changes have been made. Be sure you have copies with the revised date. Discard old copies.
Discontinued means the publication should no longer be made available to the public because it contains dated material. Discard the publication unless otherwise noted.
Questions? Contact Marsha Goetting, MSU Extension Family Economics Specialist, 406-994-5695, [email protected].

Title	MontGuide Number	Status/Current Date of MontGuide
CREDIT MANAGEMENT
Credit Card Trackers	EB-168	Current
Credit Control	EB0021	Discontinued-Toss
Debt Free By?	Builletin 2B1261	Discontinued-Toss
Pay Day Loans-Laws Protecting Montana Borrowers	MT200102HR	Discontinued-Toss
PowerPay Your Way Out of Debt	Online Version Only: https://extension.usu.edu/powerpay
Rent-to-Own Contracts	MT199812HR	Discontinued-Toss
Selecting a Credit Card	MT199802HR	Discontinued-Toss
ESTATE PLANNING
Accessing a Deceased Person’s Financial Accounts	MT200301HR	Revised December 2023
Alzheimer's and Related Dementias: Support for Montana Farmers and Ranchers and Their Families-Volume 1	4641	New April 2024
Annuities	MT199213HR	Revised November 2018
Beneficiary Deeds in Montana has been replaced with Transfer on Death Deeds
Montana Body Donation Program: A Potential Component of an Estate Plan	MT201804HR	Revised March 2018
Montana Common Law Marriage and Estate Planning	MT201408HR	Revised November 2019
Cremation	MT200201HR	Revised November 2018
Designating Beneficiaries Through Contractual Arrangements	MT199901HR	Revised October 2019
Dying Without a Will in Montana: Who Receives Your Property	MT198908HR	Revised November 2019
Estate Planning: The Basics Packet ($10.00) Not Available to Download-Packet Format	EB0144	Link to Order
Estate Planning: Getting Started	MT199508HR	Revised August 2022
Estate Planning for Parents with Minor and/or Children with Special Needs	MT199117HR	Revised October 2020
Estate Planning Tools for Owners of Pets & Companion Animals or Service Animals	MT201405HR	Revised June 2019
Federal Estate Tax	MT199104HR	Revised August 2019
Fiduciary Access to Electronic Communications and Digital Assets	MT202304HR	New March 2023
Financial, Estate, and Health Care Planning Documents for Montanans Concerned About Memory Loss	MT202005HR	New September 2020
Gifting: A Property Transfer Tool of Estate Planning	MT199105HR	Revised November 2019
Glossary of Estate Planning Terms	MT200202HR	Revised December 2019
Health Care Power of Attorney and Related Documents for Montanans	EB0231	Reprint April 2023
Income Tax Impact While Selling, Gifting, or Leaving Property as an Inheritance	MT202202HR	New January 2022
Letter of Last Instructions	MT198904HR	Revised August 2022
Life Estates: A Useful Estate Planning Tool	MT200510HR	Revised April 2021
Life Insurance: An Estate Planning Tool	MT199211HR	Revised April 2018
Livestock Brands in Montana: An Important Component of an Estate Plan	MT201805HR	Revised December 2020
Long-Term Care Partnership Insurance in Montana	MT201202HR	Revised May 2018
Managing Someone Else's Money: Help for Trustees under a Revocable Trust in Montana	EB0243	New October 2023
Medicaid and Long-Term Care Costs	MT199511HR	Revised April 2021
Montana’s End-of-Life Registry	MT200602HR	Revised September 2019
Save Montana Income Taxes with a Charitable Gift Annuity: A Legacy Qualifying for the Montana Endowment Tax Credit (METC)	MT201807HR	New September 2020
Montana Rights of the Terminally Ill Act	MT199202HR	Revised August 2018
Montana Estate Taxes	MT200105HR	Discontinued-Toss
Montana Uniform Transfers to Minors Act (UTMA): Custodial Accounts for Children Under Age 21	MT199910HR	Revised Feburary 2021
Nonprobate Transfers	MT199509HR	Revised November 2022
Personal Representative Responsibilities	MT199008HR	Revised September 2021
Power of Attorney (financial)	MT199001HR	Revised November 2018
Probate in Montana	MT199006HR	Revised November 2019
Property Ownership	MT198907HR	Revised November 2019
Provider Orders for Life-Sustaining Treatment (POLST)	MT201112HR	Revised November 2020
Quitclaim Deeds in Montana	MT202102HR	New January 2021
Revocable Living Trusts	MT199612HR	Revised August 2019
Selecting an Attorney in Montana to Develop an Estate Plan or Administer an Estate (Probate)	MT202107HR	New May 2021
Selecting an Organizational Structure for Your Business	MT199708HR	Revised February 2019
Settling an Estate: What Do I Need to Know	MT201004HR	Revised December 2023
Testamentary Trusts in Montana	MT20113HR	New December 2021
Transfer on Death Deeds in Montana	MT202010HR	Revised November 2022
Transferring a Montana Vehicle Title After the Death of the Owner	MT201613HR	New October 2016
Transferring Real Property Owned in a Joint Tenancy or in a Life Estate Without Probate	MT201606HR	New October 2016
Transferring Your Farm or Ranch to the Next Generation Through a QTIP Trust	MT200508HR	Discontinued-Toss
Transferring Your Farm or Ranch to the Next Generation	EB0149	Revised March 2023
Using Trusts in an Estate Plan to Provide for Children from Blended Families	MT202109HR	New July 2021
What Are Your Rights Over Your Remains?	MT200918HR	Revised March 2023
Who Gets Grandma’s Yellow Pie Plate? Transferring Non-Titled Property	MT199701HR	Revised March 2023
Wills	MT198906HR	Revised March 2023
FINANCIAL CALCULATORS
How a Financial Calculator Can Help You Make Decisions	Bulletin 2B1347	Discontinued-Toss
FINANCIAL EDUCATION
Estimating the Amount to Save for College		Discontinued-Toss
Financing a College Education		Discontinued-Toss
FINANCIAL MANAGEMENT
Check Register Tracking System	EB50	September 2020 Link to Order
Developing a Spending Plan	MT199703HR	Revised July 2018
Financial Fit $ Me	Bulletin 1326	Discontinued-Toss
Helping Friends Cope with Financial Crisis	MT200206HR	Revised January 2019
Managing a Seasonal Income for Family Living Expenses	MT199110HR	Discontinued-Toss
Montana Families: Taking Control During a Financial Crisis	2B1342	Discontinued-Toss
Schedule of Non-Monthly Living Expenses	MT198910HR	Revised April 2023
Small Claims Court	MT199206HR	Discontinued-Toss
Using a Check Register to Track Your Expenses	MT198703HR	Revised October 2018
Using a Homestead Declaration to Protect Your Home from Creditors	MT199815HR	Revised December 2021
What to Do When You Lose Your Job	MT199702HR	Discontinued-Toss
HOUSEHOLD RECORDKEEPING
Record of Important Papers	2C1241	Discontinued-Toss
Replacing Those VIPS (Very Important Papers)	MT199513HR	Discontinued-Toss
Your Important Papers: What to Keep and Where	MT199611HR	Revised December 2023
MARRIAGE AND FAMILIES
Blended Families: Making Financial Decisions	MT201211HR	Revised March 2023
Lending Money to Family Members	MT199323HR	Revised October 2018
Making Financial Decisions at Marriage Dissolution: A Montana Guide	EB155	Discontinued-Toss
Montana Guide to Legal and Financial Implications of Marriage	MT199106HR	Discontinued-Toss
Premarital Agreement Contracts in Montana: Financial and Legal Aspects	MT201212HR	Revised March 2023
Should Both a Husband and Wife Work Away From Home	MT198902HR	Discontinued-Toss
Talking With Aging Parents About Finances	MT199324HR	Revised June 2023
RETIREMENT PLANNING
Estimating the Amount to Save for Retirement		Discontinued-Toss
Individual Retirement Accounts		Discontinued-Toss
Shopping for an Individual Retirement Account		Discontinued-Toss
Inheriting an IRA: Planning Techniques for Primary Beneficiaries		Discontinued-Toss
Inheriting an IRA: Planning Techniques for Successor Beneficiaries		Discontinued-Toss
Withdrawals from IRAs When the Owner is Between Age 59½ and 70½ and When the Owner Turns 70½		Discontinued-Toss
Withdrawals from IRAs When the Owner is Under Age 59½		Discontinued-Toss
SAVING AND INVESTING
Montana ABLE Accounts: Achieving a Better Life Experience	MT201809HR	Revised March 2021
First-Time Home Buyer Savings Accounts	MT199918HR	Discontinued-Toss because Montana legislature eliminated the program
Health Savings Accounts (HSAs)	MT200704HR	Revised April 2023
Investing in Certificates of Deposit	MT199801HR	Discontinued-Toss
Investing in Savings Accounts	MT198436HR	Discontinued-Toss
Investment Alternatives for the Beginning Small Investor	2P014	Discontinued-Toss
Montana Medical Care Savings Accounts (MSAs) for the 2022–2023 Tax Years	MT199817HR	Revised June 2022
Tips for the Beginning Investor		Discontinued-Toss
Track'n Your Savings Goals	MT200303HR	Revised February 2017
Track’n Your Savings Goals Register No Charge-State Residents $2.00-Out of State Residents	EB0164	Reprint April 2004