My Destiny Estate Planning More Advanced

Date: Oct 04, 2018

Time: 5:30- 7:30

Where:
Covenant United Methodist Church
2330 E Broadway
Heleana, Montana 59601

Description:: For those who have already attended Dr. Goetting’s presentations, a third session is offered from 5:30 – 7:30. Dr. Goetting will explore the estate planning aspects of common law marriages as well as changes in the Montana Medical Care Saving s account rules. The difference between the carry-over basis and stepped-up basis in property after death will be explained. She will outline how to write a letter of last instruction for your heirs. Time will be allotted for answering questions of the participants.

Register for Estate Planning More Advanced

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.