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MT200202HR |
$0.00 |
2006 |
A glossary of estate planning terms: This is a glossary of some of the estate planning terms used in our Estate Planning MontGuides. Keep this glossary close by in case you come across an unfamiliar term. 4 pages; black and white. |
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MT200301HR |
$0.00 |
2005 |
Accessing a deceased person's financial accounts: This publication describes how heirs of a deceased person can access his/her financial accounts, depending on whether the accounts were owned jointly with other individuals, had payable-on-death or transfer-on-death designations, or had no designated beneficiary. 4 pages; black and white. |
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MT199213HR |
$0.00 |
2005 |
Annuities: Outlines how to shop for and choose an annuity and how it can help individuals achieve retirement and estate planning goals. 4 pages; black and white. |
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MT200707HR |
$0.00 |
2008 |
Beneficiary deeds in Montana: Beneficiary deeds allow owners of real property in Montana to transfer at death without probate their property to one or more beneficiaries. 8 pages; black and white. Forms are also available to download by clicking on the title of the sample forms within the MontGuide. |
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MT200201HR |
$0.00 |
2008 |
Cremation: Thinking about the loss of a loved one or our own mortality raises many emotional issues. This MontGuide focuses on the option of cremation and explores personal and family concerns, state and federal regulations, and costs. 8 pages; black and white. |
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MT199910HR |
$0.00 |
2006 |
Custodial accounts for kids under age 21: A custodial account is one alternative for a parent or other adult who wants to make gifts of assets during life, bequests with a will, or distributions from a trust for the benefit of a child who is under 21. 4 pages; black and white. |
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MT199901HR |
$0.00 |
2008 |
Designating beneficiaries through contractual arrangements: This MontGuide focuses on transferring your assets through contractual arrangements, such as those commonly found in insurance policies, IRA's, employee benefit plans, payable on death accounts and transfer on death accounts. 8 pages; black and white. |
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MT198908HR |
$0.00 |
2008 |
Dying without a will in Montana: who receives your property: This publication includes legal terms and detailed examples of possible scenarios for distribution of your property under Montana law should you pass away before writing a will. 8 pages; black and white. |
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MT199117HR |
$0.00 |
2007 |
Estate planning for families with minor and/or special needs children: How to provide for your children's physical and financial care in case of you or your spouse's death. Includes special instructions concerning special needs children and for children from a previous marriage.4 pages; black and white. |
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MT199508HR |
$0.00 |
2008 |
Estate planning in Montana: getting started: Estate planning is the process of arranging your affairs regarding the use and distribution of your property. This publication covers six steps in estate planning as well as twenty common objectives. 4 pages; black and white. |
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Estate Planning: The Basics
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EB0144 |
$10.00 |
2002 |
This handy packet includes 19 guides to estate planning issues to help you understand and use the information in planning for your own estate distribution. 80+ pages. Updated as laws changed. |
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MT199104HR |
$0.00 |
2006 |
The federal estate tax: This publication analyzes how federal tax laws affect individual estates, including changes resulting from the Economic Growth and Tax Relief Reconciliation Act of 2001. In many cases, the federal estate tax can be reduced significantly by careful planning during life. 8 pages; black and white. |
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MT199105HR |
$0.00 |
2009 |
Gifting: a property transfer tool of estate planning: This guide explains how to use laws that allow gifts of real and personal property to reduce income taxes and eventual estate taxes. Includes changes resulting from the Economic Growth and Tax Relief Reconciliation Act of 2001. 8 pages; black and white. |
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Inheriting an IRA: Planning Techniques for Primary Beneficiaries
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MT200310HR |
$0.00 |
2006 |
Inheriting an IRA: planning techniques for primary beneficiaries: When an IRA owner dies, the account balance is distributed to the owner's beneficiaries according to certain rules. In many cases, beneficiaries can use planning techniques (even after the owner's death) to minimize taxes on the IRA. 8 pages; black and white. |
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MT200311HR |
$0.00 |
2006 |
Inheriting an IRA: planning techniques for successor beneficiaries: When the owner of an IRA dies, the IRA account passes to his/her primary beneficiaries. When one or more of the primary beneficiaries dies, certain rules govern how successor beneficiaries inherit the IRA balance. 4 pages; black and white. |
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MT198904HR |
$0.00 |
2005 |
Letter of last instructions: This publication explains information that should be included in a letter of last instructions to assist survivors after your death. 2 pages; black and white. |
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MT200510HR |
$0.00 |
2007 |
Life estate: a useful estate planning tool: If your estate-planning goals include allowing someone to possess your property during his/her lifetime before the estate passes on to another person or organization, then a life estate might be just the tool you need. 4 pages; black and white. |
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MT199211HR |
$0.00 |
2005 |
Life insurance: an estate planning tool: Explains when life insurance should be part of a family's estate plan. 4 pages; black and white. |
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MT199511HR |
$0.00 |
2008 |
Medicaid and long-term care costs: Outlines the legal and tax ramifications, as well as impact on emotional and physical health, of financing long-term care. 8 pages; black and white. |
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MT199202HR |
$0.00 |
2008 |
Montana rights of the terminally ill act: Describes how you (or someone selected by you) can choose to terminate your medical treatment, should you have an incurable and irreversible condition that would lead to death without treatment. 4 pages; black and white. |
