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Wednesday, October 18, 2017

Estate Planning Workshop with Marsha Goetting

Marsha Goetting, MSU Extension Family Economics Specialist, will be presenting an Estate Planning Workshop on Monday, October 30th, at 1:00 p.m. at the Broadus Community Center.

Goetting will begin the workshop with effective methods of starting difficult conversations about estate allocation. Specific areas Goetting will cover include decisions about treatment of heirs and equal vs equitable; wills, trusts, probate, duties of the personal representative, joint tenancy transfer and transferring motor vehicles, power of attorney, basis in land, Montana Medical Care Savings Accounts, rights over your remains, letter of last instruction, common law marriage, and the Montana Endowment Tax Credit.

Marsha's video guide to estate planning in Montana, based on Montana’s state laws, is a lively, helpful video that everyone can understand! It has lots of helpful tips presented in a fun, memorable way. More information on Marsha and estate planning resources can be found at the MSU Extension website.

Marsha A. Goetting is a Professor and Extension Family Economics Specialist at Montana State University in Bozeman. She has presented over 800 workshops reaching over 25,000 Montanans with financial and estate planning information. She has also authored over 75 MontGuides and bulletins and has received national, regional, and state awards for her financial management and estate planning programs.

Educational Background

Dr. Goetting received her Bachelors and Masters degrees in Family Economics and Adult Education from Kansas State University and her Ph.D. from Iowa State University.

Professional Associations
  • Association for Financial Counseling and Planning Education
  • American Association of Family & Consumer Sciences
  • Montana Extension Association of Family & Consumer Sciences
  • Montana Gerontology Society
  • Montana Association of Family and Consumer Sciences