Past Recordings and Resources
February 22, 2021
Wills and Who Gets Grandma’s Yellow Pie Plate
Co-discussants:
Marsha Goetting, MSU Extension Family Economics Specialist
Jane Wolery, Family Consumer Sciences Agent, Teton County
MontGuides/Resources to Download or Order and Read:
- Wills. (MT198906HR) (2017) [Order Online]
- Who Gets Grandma's Yellow Pie Plate? Transferring Non-Titled Property (MT199701HR) (2017) [Order Online]
-
Legal Developer Forms for Wills (Single & Married)
You-Tube Link | Downloadable Version (MP4)
February 8, 2021
Revocable Living Trusts
Co-discussants:
Marsha Goetting, MSU Extension Family Economics Specialist
Kimberly Richardson, Extension Agent, Deer Lodge County
MontGuides to Download or Order and Read:
- Revocable Living Trusts. (MT199612HR) (2019) [Order Online]
- Financial, Estate, and Health Care Planning Documents for Montanans Concerned About Memory Loss. (MT202005HR) (2020) [Order Online]
You-Tube Link | Downloadable Version (MP4)
February 1, 2021
Probate in Montana and Duties of a Personal Representative
Co-discussants:
Marsha Goetting, MSU Extension Family Economics Specialist
Holly Miner, Family Consumer Science/4-H Extension Agent, Big Horn County
MontGuides to Download or Order and Read:
- Probate in Montana. (MT199006HR) (2019) [Order Online]
- Personal Representative Responsibilities. (MT199008HR) (2019) [Order Online]
- Transferring a Montana Vehicle Title After the Death of an Owner (MT201613HR) (2016) [Order Online]
- Application for Title of a Vehicle by Right of Survivorship (PDF) Motnana Department of Motor Vehicle
- Transferring Real Property Owned in a Joint Tenancy or in a Life Estate Without Probate
(MT201606HR) (2016) [Order Online]- Affidavit for Termination of Joint Tenancy (Montana Department of Health and Human Services)
- Affidavit for Collection of Personal Property (WORD) (PDF) Revised March 2020
- How to Administer a Small Estate (WORD)
You-Tube Link | Downloadable Version (MP4)
January 25, 2021
Non-Probate Transfers & Transfer on Death Deeds
Co-discussants:
Marsha Goetting, MSU Extension Family Economics Specialist
Tara Andrews, Family Consumer Sciences Agent, Custer County
MontGuides to Download or Order and Read:
- Nonprobate Transfers. (MT199509HR) (2017) [Order Online]
- Transfer on Death Deeds in Montana (MT202010HR) (2020) [Order Online]
You-Tube Link |Downloadable Version (MP4)
January 11, 2021
Whose Name is on Your Property?
Co-discussants:
Marsha Goetting, MSU Extension Family Economics Specialist
Katelyn Andersen, Family Consumer Sciences Agent, Ravalli County
MontGuide to Download, Other Resources, & Powerpoint to Download:
- Property Ownership. (MT198907HR) (2019) [Order Online]
- Legal Developer Forms (Montana Department of Health and Human Services)
- If you would like a copy of the PowerPoint presentation, please email Keri Hayes.
Even though a recording was not completed for this webinar, similar recordings are below:
The Ins and Outs of Joint Tenancy
April 28, 2020
Overheard at a local café: “My property is held in joint tenancy with right of survivorship,
I don’t need a will. Right?” “When I remarried I placed my property in joint tenancy
with my new wife. I can write a will to leave the property to my kids. Right?”
“I added my daughter’s name to my checking account. That was the right thing to do,
Right?” Hear Marsha’s response. Hint: she says Probably WRONG, WRONG, WRONG
You-Tube Link |Downloadable Version (MP4)
Property, Wills, and Montana Law (AARP)
September 15, 2020
While everyone owns some type of property—saving accounts, stocks, mutual funds, automobiles
or a home—many are unaware how the wording on accounts, titles, or deeds determines
who receives them upon the owner’s death. When property title combines with Montana’s
Law of Intestate Succession and written will there can be surprises.
January 4, 2021
Dying Without a Will in Montana: Who Receives Your Property
Co-discussants:
Marsha Goetting, MSU Extension Family Economics Specialist
Mat Walter, Extension Agent, Lewis and Clark County
MontGuide to Download, Other Resources, & Powerpoint to Download:
- Dying Without a Will in Montana: Who Receives Your Property? (MT198908HR)
[Order Online] - Legal Developer Forms (Montana Department of Health and Human Services)
- If you would like a copy of the PowerPoint presentation, please email Keri Hayes.
Even though a recording was not completed for this webinar, similar recordings are below:
Dying Without a Will (Tuesday Tips)
Think you know who receives your property if you don’t write a will? Think again!
And, if you have a written will, is the phrase “by right of representation” included?
Do you understand what that phrase means?
You-Tube Link | Downloadable Version (MP4)
Families and Legacies: Challenging Decisions
March 25, 2020
Presenter: Marsha Goetting, Montana State University Extension
Resources
Watch Here | Downloadable Version