Legacy Planning: Caring for Your Family and Community

Marsha Goetting: MSU photo by Kelly GorhamPlan Your Legacy Like a Rockefeller, Even If You’re Not Wealthy

What: Although no one wants to talk about estate planning, everyone wants to ensure their loved ones are taken care of after their passing. The Missoula Community Foundation is hosting two free seminars on how to leave a legacy for family, friends, and the community—even if your bank account doesn’t look like Rockefeller’s.

Dr. Marsha A. Goetting, a professor and extension family economics specialist at Montana State University, will teach participants how to jump-start legacy preparations to ensure that their generosity continues in perpetuity. Each seminar is free, open to the public and will feature light food and beverages.
Why: Even if you don’t own an oil empire, chances are you have some type of property – an automobile, home, savings account, or mutual funds. Most people don’t know that the wording on those accounts, titles, or deeds could determine who receives the assets they’ve worked so hard to acquire. Or that they can receive up to $10,000 in tax credits for contributing to a Montana endowment. Dr. Marsha Goetting will share information on how average Montanans can make an exceptional impact with their legacy.

Who: This free event is hosted by the Missoula Community Foundation and open to Missoulians of any age or financial standing. Marsha A. Goetting is a professor and extension family economics specialist at Montana State University. During the past seven years she has reached more than 13,000 Montanans with financial and estate planning information. She has received state, regional and national state awards for her programs.

When/Where: Wednesday, January 24, 2018

11:00am-1:00pm at the Missoula Public Library, 301 E. Main St.
Please bring your lunch. Beverages and dessert provided.
4:00pm – 6:00pm at the Missoula Senior Center, 705 S. Higgins Ave.
Light snacks and beverages included.

More information: To RSVP, contact Nikki Robb at nikki@missoulacommunityfoundation.org, call 406-926-2846, or follow this link>>

Bookmark the permalink. Follow any comments here with the RSS feed for this post. Comments are closed, but you can leave a trackback: Trackback URL.