Time: 1:00 – 4:00
Covenant United Methodist Church
2330 E Broadway
Heleana, Montana 59601
Description: For those who want to learn more about estate planning an afternoon session is also being offered from 1 – 4 PM. During this session Dr. Goetting will explore a will or a trust has control over your property and when neither one does. Testamentary trusts will be discussed as well as when probate is required and when it isn’t. The duties of a personal representative will be outlined. New rules for gifting and the federal estate tax will be explored. Time will be allotted for answering questions of the participants.
My Destiny is comprised of Estate/Legacy Planning workshops presented by Dr. Marsha Goetting of Montana State University’s Extension Service. Dates are announced for each program season in the Bridges’ newsletter, the Independent Record and on Helenaevents.com. The presentations are innovative and dynamic and can be life changing. Registration is REQUIRED via AARP Montana no later than Friday noon before the coming event at 877-926-8300 (mention date and name of event and location). Refreshments during the workshops are generously provided by AARP Montana. Dr. Goetting also offers an Estate Planning workshop when Alzheimer’s or dementia is present. Join others in an innovative atmosphere to plan your legacy. Contact Fran at 442-1038 for greater detail.