MSU Extension to Offer Home Learning Course on Estate and Wealth Planning | State

BOZEMAN – Montana State University Extension and the Montana Community Foundation will collaborate to offer a new home learning course that covers estate and wealth planning topics for Montanais. “Estate / Wealth Planning for Every Montanan” is a five-lesson course containing information similar to that offered in MSU Extension’s webinars. It is intended for people who may not have attended the webinar series due to lack of computer or internet access.

According to Marsha Goetting, home economics specialist at MSU Extension, the webinars that took place in 2020 and 2021 reached more than 6,000 Montanais. Goetting wanted information on estate planning to be inclusive and accessible to everyone. She said working with the Montana Community Foundation on this course is helpful as both organizations share the goal of strengthening the social, economic and environmental well-being of individuals, families and communities.

“We decided to go back to an educational approach used before the computer age: a home learning course,” Goetting said. “I set aside time each week for attendees to call me with questions about the content, as they might if they could attend one of the webinars.”

“Estate planning is an invaluable way for individuals to protect what is important to them when they are gone,” added Mary Rutherford, President and CEO of the Montana Community Foundation. “We are delighted to partner with MSU Extension to ensure that all Montanais have access to this important information. “

Starting October 1, Extension will send a new lesson plan to participants every two weeks. There will be five shipments in total. Goetting said the classes are an introductory level and Extension may offer a secondary class in January. The course topics are:

• Lesson 1 will provide information on how to start the estate planning process.

• Lesson 2 defines title deeds and describes how those titles affect people who receive property from a deceased person without a will.

• Lesson 3 explores a variety of family situations and illustrates who receives property if someone dies without an estate plan.

• Lesson 4 explains common language in a will and how to transfer personal property.

• Lesson 5 discuss how to avoid probate.

Participants over the age of 60 or anyone with a disability will benefit from assistance with creating a will provided by the Montana Legal Developer’s Office of the Office of Aging. The will is free and the service will be done by telephone.

To register for the course, contact Goetting at PO Box 172 800, Bozeman, MT 59717, or call 406-994-5695 and leave your name and mailing address. For those who have friends or family with computers and email, registration can be emailed to [email protected]

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