Estate planner offers no cost appointments, Oct. 30

A Note from Linda

In past years Dr. Marsha A. Goetting, Montana State University Extension Family Economics Specialist, has presented programs about the need for all Montanans to take action and plan their estates. If you haven't taken action because you have lingering questions, the Seeley-Swan Resource Center, which is our branch office of Missoula Aging Services in Seeley Lake is providing an opportunity for you to have those questions answered. Dr. Goetting will be available for half hour appointments on Oct. 30 starting at 9 a.m. Her last appointment will be at 4:30 p.m. These appointments will be held at my office, (Linda Howard, Seeley-Swan Resource Specialist) at the new Community Foundation Building, 3150 HWY 83 N, Seeley Lake. You may call me to make an appointment with Dr. Goetting at 406-541-7688.

Goetting can't provide legal advice as she is not an attorney. Her goal is to provide information and answer questions about a wide variety of topics: such as how payable on death designations on financial accounts can avoid probate; how the new transfer on death deeds work on real property; how title affects who receives your property; the tax saving benefits of Montana Medical Care Savings Accounts and the Montana Endowment Tax Credit and what you can do with a will and trust and what you can't.

Goetting is a Professor and Extension Family Economics Specialist at MSU in Bozeman. During the past seven years she has presented over 500 educational sessions reaching over 15,000 Montanans with financial and estate planning information. She has received state, regional and national awards for her programs. She is well known for her authorship of 43 MontGuides (fact sheets) in the estate planning area.

Goetting received her Bachelors and Master's degrees in Family Economics and Adult Education from Kansas State University and a PhD from Iowa State University.

Please call me ASAP at 406 541-7688 to make your appointment with Dr. Goetting. These half hour appointments are limited to one-day-only Oct. 30 from 9 a.m. – 4:30 p.m.

The very best of health to you,

Linda Howard, MPH

Seeley-Swan Resource Specialist

 

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