Estate Planning for Everybody

A Note from Linda

Hi all, I am inviting you to come to an important, free event at the Double Arrow Lodge with delicious snacks and beverages provided! Missoula Aging Services and I are bringing Montana's premier estate planning expert Dr. Marsha Goetting to Seeley Lake for two sessions of "Estate Planning for Everybody."

Marsha will answer these questions and more: What is the best strategy to pass my estate on to my children? What is a beneficiary deed? How do I make checking/savings/investment accounts Transfer on Death to avoid money issues when I die? Who will receive my property if I pass away without an estate plan? What is Medicaid's five-year lookback period and how does it affect me? When do wills or trusts have control over my property?

In this informative, entertaining presentation, Dr. Goetting combines her love of Montana and its wildflowers with her ability to help people remember strategies to make estate planning easy.

Please join me at the Double Arrow Lodge either Wednesday Nov. 1 6:30 - 8:30 p.m. or Thursday, Nov. 2 from 10:30 a.m. - 12:30 p.m. Call 728-7682 and ask to register for "Estate Planning for Everybody" in Seeley Lake. Or register online at https://estateplanning4everybody.eventbrite.com

The event is free, but registration is required.

This event is sponsored by Missoula Aging Services, Montana State University Extension, Double Arrow Lodge, AARP of Montana and the Montana Community Foundation.

I look forward to seeing you there! Linda

 

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