Articles written by Kaleena Miller & Marsha Goetting
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MSU Extension: Use an MSA as a Holiday Gift & Legacy
This is one in a series of articles focusing on estate and legacy planning. The authors are Kaleena Miller, Madison-Jefferson County Extension Agent, kaleena.miller1@montana.edu, and Marsha Goetting, MSU Extension Family Economics Specialist,...
MSU Extension: Hackers and Your Legacy
This is one in a series of articles focusing on estate and legacy planning. The authors are Kaleena Miller, Madison-Jefferson County Extension Agent, kaleena.miller1@montana.edu, and Marsha Goetting, MSU Extension Family Economics Specialist, marsha....
MSU Extension: Montana Common Law Marriage and Estate Planning
This article is one in a series focusing on estate and legacy planning. The authors are Kaleena Miller, Madison-Jefferson County Extension Agent, kaleena.miller1@montana.edu, and Marsha Goetting, MSU Extension Family Economics Specialist,...
MSU Extension Office: Alphabet Soup Estate Planning: FETs, MSAs, PODs, TODs, and BDs
This is one of a series of articles focusing on estate and legacy planning. Authors are Kaleena Miller, Madison-Jefferson County Extension Agent, kaleena.miller1@montana.edu, and Marsha A. Goetting, MSU Extension Family Economics Specialist, marsha.g...
MSU Extension: Testamentary Trusts Have Advantages
A testamentary trust is one that is set up according to the instructions contained in a last will and testament. The owner’s property, such as stocks, bonds, mutual funds, home, bank or credit union accounts, and certificates of deposits, must...
MSU Extension Office: Tax-Free Savings Accounts for Disabled Individuals
The Achieving a Better Life Experience Act (ABLE) became federal law on December 19, 2014. The Montana legislature the passed an act by the same title. An ABLE is a savings account allowing a person with a disability to save money without risking a...
MSU Extension Office: Succession & Transfer Planning
This is a series of articles focusing on estate and legacy planning. Authors are Kaleena Miller, Madison-Jefferson County Extension Agent, kaleena.miller1@montana.edu, and Marsha Goetting, MSU Extension Family Economics Specialist,...
MSU Extension Office: Common Law Marriage Estate Planning
This is one of a series of articles focusing on estate and legacy planning. The authors are Kaleena Miller, Madison-Jefferson County Extension Agent, kaleena.miller1@montana.edu, and Marsha Goetting, MSU Extension Family Economics Specialist,...
MSU Extension: Why Have a Will?
While writing a will is not number one on everyone’s to-do list, there are valid reasons for doing so. “People often avoid thinking about wills because a writing one means a they have to deal with attitudes and feelings about death, property...
MSU Extension: Is Your Inventory Up to Date for Estate Planning Purposes?
Is your home inventory up to date for estate planning purposes? “I remember when I made my first list; it seemed to take forever” said Marsha Goetting MSU Extension Family Economics Specialist. “But just in case the rental house burned down, or...
MSU Extension: Gift While Alive or After Death?
This is a series of articles focusing on estate and legacy planning. The authors are Kaleena Miller, MSU Extension Madison-Jefferson County Agent, kaleena.miller1@montana.edu, and Marsha Goetting, MSU Extension Family Economics Specialist,...
MSU Extension: Gifting a Living Legacy
This is a series of articles focusing on estate and legacy planning. Authors are Kaleena Miller, Madison-Jefferson County Extension Agent, kaleena.miller1@montana.edu and Marsha Goetting, MSU Extension Family Economics Specialist,...
MSU Extension: What You Need to Know About Cremation
According to a report from the National Funeral Directors Association, Montana’s cremation rate is well above the national average of 58 percent. In 2021, 79 percent of people who died in the state were cremated. To address the rise in interest...
MSU Extension: Exploring Montana Body Donation Program
This is a series of articles focusing on estate and legacy planning. Authors are Kaleena Miller, MSU Extension Madison-Jefferson County Agent, kaleena.miller1@montana.edu and Marsha Goetting, MSU Extension Family Economics Specialist,...
MSU Extension Office: Provider Orders for Life Sustaining Treatment
This is a series of articles focusing on estate and legacy planning. Authors are Kaleena Miller, MSU Extension Madison-Jefferson County Agent, kaleena.miller1@montana.edu, and Marsha Goetting, MSU Extension Family Economics Specialist,...
MSU Extension: Exploring Montana Body Donation Program
For the last 41 years, Montanans have donated their bodies to the Montana Body Donation Program (MBDP). Some Montanans are motivated by the desire to make a contribution to medical education. Others donate because they want to recognize the value...
Extension Office: Discussing Testamentary Trusts
This is part of monthly series of articles focusing on estate and legacy planning. Authors are Kaleena Miller, Madison-Jefferson County Extension Agent, kaleena.miller1@montana.edu, and Marsha Goetting, MSU Extension Family Economics Specialist,...
Extension Office: Accessing a Deceased Person's Financial Accounts
When a Montana resident dies, state law provides a process for deciding who is legally entitled to inherit financial accounts the deceased had with banks, credit unions or other entities such as brokerage firms. Montana property and contract laws,...
Extension Office: MSU Extension Suggests a Financial Power of Attorney
What if you were in an accident and were in intensive care for several weeks? What if you got COVID-19 and spent time in the hospital? Who would manage your finances while you were getting well? Who would protect the assets you have worked so hard...
Extension Office News: Living Trusts as An Estate Planning Tool
Trusts gained more attention during the COVID-19 pandemic as a tool to manage financial affairs, according to Montana State University Extension educators. But a trust may not be the right choice for everyone. Individuals should learn the pros and...
Whose Name is on Your Assets?
Montana State University educators say it is important for people to understand how they title property impacts who receives it upon their death. Whose name is on the deed for your home? Is it held in Joint with right of survivorship or as a tenancy...
