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, goetting@montana.edu.

Take a moment during this busy holiday season to think about estate planning from a “gifting while you are alive” perspective. Some Montanans have stated they have received the greatest satisfaction when they gift some assets before they pass on so they can watch their children and grandchildren enjoy the benefits. As one Grandparent shared duri...