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1 11 MSU Extension Personal & Family Financial Management Publications
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2 22 Main Author: Marsha A. Goetting Ph.D., CFP ®, CFCS Professor & Extension Family Economics Specialist Department of Agricultural Economics & Economics
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3 Family Economics Web site www.montana.edu/ extensionecon/family economics.html
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4 Web site www.montana.edu/ extensionecon/ financialpublications. html Print out FREE
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5 5 Order from: store.msuextension. org… but there is a charge for postage
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6 6 Available FREE: From local county Extension offices
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7 77 Credit Management
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8 88 Credit Card Trackers EB-168 Small credit card tracker that fits around credit/debit cards Includes a Record of Credit Card Debt
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9 99 MSU Extension Estate Planning Publications
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10 Main Author: Marsha A. Goetting Ph.D., CFP ®, CFCS Professor & Extension Family Economics Specialist Department of Agricultural Economics & Economics
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11 Web site www.montana.edu/ estateplanning Print out FREE
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12 Available FREE: From local county Extension offices
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13 Accessing a Deceased Person’s Financial Accounts MT200301HR Describes how heirs can access deceased person’s financial accounts
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14 Annuities MT199213HR Provides information about annuities Outlines how to shop for an annuity
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15 Beneficiary Deeds in Montana MT200707HR Explains how Beneficiary Deeds allow owners of real property to: Transfer their Montana property to one or more beneficiaries without probate
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16 Using a Bypass Trust to Provide for Children from Remarried, Step, and Blended Families MT201407HR Explores: Important issues for Montana families (remarried, step, and blended) about the varying challenges to the estate planning process.
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17 Montana Common Law Marriage & Estate Planning MT201408HR Explores: Montana common law marriage from an estate planning perceptive
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18 Cremation MT200201HR Explores: Personal & family concerns State & Federal regulations Costs
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19 Designating Beneficiaries Through Contractual Arrangements MT199901HR Learn about transferring your assets through contractual arrangements: Insurance policies IRAs Employee benefit plans Payable on death accounts (POD) Transfer on death accounts (TOD)
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20 Dying Without a Will in Montana: Who Receives Your Property MT198908HR Provides legal terms & detailed examples of possible scenarios for distribution of property if a person dies without writing a will
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21 Dying Without a Will in Montana: Interactive Web site www.montana.edu/dyingwithoutawill Web site illustrates how your property will be distributed under Montana law if you are a Montana resident and if you pass away without a written will (as do 7 out of 10 Americans)
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22 Estate Planning for Families with Minor &/or Special Needs Children MT199117HR Explains how to provide for children's physical & financial care in case of parents' death
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23 Estate Planning: Getting Started MT199508HR Explains how & why to arrange for the future use & distribution of your property
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24 Estate Planning Tools for Owners of Pets & Companion Animals or Service Animals MT201405HR Outlines legal options for owners who plan to name a caregiver for their pets.
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25 Federal Estate Tax MT199104HR Analyzes how federal tax laws affect individual estates
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26 Gifting: A Property Transfer Tool Estate Planning MT199105HR Explains how to use: Gifts of real & personal property to reduce income taxes & eventually estate taxes
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27 Glossary of Estate Planning Terms MT200202HR Provides definitions of some of the estate planning terms used in MSU Extension Estate Planning MontGuides
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28 Letter of Last Instructions MT198904HR Explains what should be included in a letter of last instructions to assist survivors after the death of the writer
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29 Life Estate: A Useful Estate Planning Tool MT200510HR Explains how to leave a life estate to someone for use during his/her lifetime with estate passing on to the remainderman after the death of the life tenant
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30 Life Insurance: An Estate Planning Tool MT199211HR Explains uses of life insurance as a part of a family's estate plan
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31 Long-Term Care Partnership Insurance in Montana MT201202HR Provides basic information about the Montana long-term care partnership insurance program, tax benefits, and shopping tips
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32 Medicaid & Long-Term Care Costs MT199511HR Outlines the legal & tax ramifications Explores impacts on emotional & physical health of financing long-term care
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33 Montana’s End-of-Life Registry MT200602HR Answers commonly asked questions about the Montana End-of-Life Registry
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34 Montana Rights of Terminally Ill Act MT199202HR Describes how a person can choose to terminate his/her medical treatment, if they have an incurable or irreversible condition
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35 Describes how a parent or other adults can make gifts of assets to children: Bequests with a will Distributions from a trust Gifts while living Montana Uniform Transfers to Minors Act ( UTMA) Custodial Accounts for Children Under Age 21 MT199910HR
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36 Nonprobate Transfers MT199509HR Describes the various forms of ownership that allow the deceased's property to bypass probate & transfer directly to beneficiaries
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37 Personal Representatives MT199008HR Explains responsibilities of a personal representative when settling an estate
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38 Power of Attorney MT199001HR Explains how to give another person authority to make financial decisions for you
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39 Probate in Montana MT199006HR Provides guidelines & costs for the process of settling an estate in Montana
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40 Property Ownership MT198907HR Describes the three main forms of property ownership: Solely-owned Joint tenancy with right of survivorship Tenancy in common
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41 Provider Orders for Life- Sustaining Treatment MT199008HR Form that gives you control over your medical treatments near the end-of-life. Recognized as an actual medical order
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42 Revocable Living Trusts MT199612HR Explains: Benefits & shortfalls Costs & tax consequences of living trusts
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43 Selecting an Organizational Structure for Your Business MT199708HR Describes the various types of business structure: Sole proprietorship Partnership Corporation (S&C) Limited liability company (LLC)
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44 Settling an Estate: What Do I Need to Know MT201004HR Assists survivors start the process of settling an estate & ease the burden following the death of a loved one
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45 Transferring Your Farm or Ranch to Next Generation EB 149 Provides ideas about starting a conversation with family members who are reluctant to discuss estate planning
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46 What Are Your Rights Over Your Remains? MT200918HR Describes the Montana Right of Disposition Act that allows a person to provide instructions for disposing of his or her remains
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47 Who Gets Grandma’s Yellow Pie Plate? MT199701HR Explains how to deal with some of the issues that may arise with the transfer of non-titled property
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48 Wills MT198906HR Outlines why & how to construct a will including: Costs Restrictions Changes after its completion
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49 Estate Planning: The Basics Packets EB 144 COST $10.00 19 Estate Planning guides Free Additional guides can be ordered Name will be added to a mailing list to receive update when there are state & federal law changes
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50 Financial Management
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51 Check Register EB 50 COST $1.00 Detailed instructions explain how to transform an own ordinary checkbook into a handy budgeting tool
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52 Using a Check Register to Track Your Expenses MT198903HR Accompanies Check Register Tracking System (EB 50) Explains how to utilize the Check Register
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53 Developing a Spending Plan MT199703HR Contains worksheets for balancing income & expenses so that money is available for the things families need most
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54 Helping with Friends Cope with Financial Crisis MT200206HR Explains the resources that are available to help friends that may be in financial crisis
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55 Schedule of Non-monthly Living Expenses MT198910HR Includes instructions & a worksheet for determining a set-aside amount for a family's non-monthly living expenses
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56 Using a Homestead Declaration to Protect Your Home from Creditors MT199815HR Explains how to file a homestead declaration to protect equity in home against most creditor’s claims
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57 Household Record-Keeping
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58 Record of Important Papers Interactive Form provided by eXtension
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59 Your Important Papers— What to Keep & Where MT199611HR Offers personalized & efficient system for preserving & safeguarding important family papers Provides a handy reference for deciding what items to keep
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60 Marriage & Families
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61 Lending Money to Family Members MT199323HR Analyzes potential hazards of loaning money to relatives Reviews the tax implications & other legal aspects of the various options
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62 Talking With Aging Parents About Finances MT199324HR Provides strategies for dealing diplomatically with family finance issues with aging parents
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63 Remarried Families: Making Financial Decisions MT201211HR Tips for developing successful communication about financial goals within a remarried family
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64 Premarital Agreement Contracts in Montana: Financial & Legal Aspects MT201212HR Helps couples resolve concerns over: Money Work Children Home Inheritance and mutual issues
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65 Saving & Investing
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66 First-Time Homebuyer Savings Accounts MT199918HR Explains how Montana residents can save money in a special savings account for the purchase of a first home & save on Montana income taxes
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67 Health Care Savings Accounts MT200704HR Explains the Federal Health Savings Account (HSA) eligibility requirements
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68 Investing in Certificates MT199801HR Provides information on comparing a range of savings certificates that are available from a variety of financial institutions
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69 Montana Medical Care Savings Account MT199817HR Explains: Who is eligible What expenses are allowed How to set up an MSA How much can be saved on Montana Income Taxes
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70 Track’n Your Savings Goals MT200303HR Illustrates a technique to help track progress towards achieving family & personal savings goals
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71 Track’n Your Savings Goals Register EB 164 A 36-page 3x6" savings register fits inside a checkbook cover to keep savings goals handy
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