Below is a collection of estate related articles and forms prepared by Montana State University. These articles and forms are applicable to the state of Montana only. Nonetheless some of the concepts and procedures are applicable to other states. They are worthwhile reading for the purpose of gaining an introduction to the topics. Some of the topics covered are:
(1) Accessing a Deceased Person's Financial Accounts
(2) Annuities
(3) Montana Common Law Marriage & Estate Planning
(4) Designating Beneficiaries through Contractual Arrangements
(5) Dying Without a Will in Montana
(6) Estate Planning for Families with Minor and/or Children with Special Needs
(7) Estate Planning in Montana: Getting Started
(8) Federal Estate Tax
(9) Financial, Estate, and Health Care Planning Documents for Montanans Concerned About Memory Loss
(10) A Glossary of Estate Planning Terms
(11) Life Estate: A Useful Estate Planning Tool
(12) Life Insurance: An Estate Planning Tool
(13) Medicaid and Long-Term Care Costs
(14) Nonprobate Transfers
(15) Property Ownership: Estate Planning
(16) Revocable Living Trusts
(17) Using Trusts in an Estate Plan to Provide for Children from Blended Families
(18) Who Gets Grandma’s Yellow Pie Plate? Transferring Non-Titled Property