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Wednesday Wisdom - What You Can and Cannot Do with a Written Will
DESCRIPTION:
This was the first installment of the AARP Montana and Montana State University Extension "Wednesday Wisdom" series offering estate/legacy planning insights. The live event occurred on April 14, 2021, and the recording is now available for on-demand access.
In this webinar you will learn when a written will works and when it does not. Become aware of the basic provisions in a will. Discover how a separate listing of tangible personal property can assist your personal representative when distributing emotionally laden items. Learn about a special program that can be used by those 60 and over to write a will at no cost. Learn about the meaning of phrases in wills such as, “right of representation.”
In this webinar you will learn when a written will works and when it does not. Become aware of the basic provisions in a will. Discover how a separate listing of tangible personal property can assist your personal representative when distributing emotionally laden items. Learn about a special program that can be used by those 60 and over to write a will at no cost. Learn about the meaning of phrases in wills such as, “right of representation.”
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Register for on-demand recordingSpeakers
Marsha A. Goetting
Professor
Montana State University
Marsha A. Goetting is a Professor and Extension Family Economics Specialist at Montana State University 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 44 MontGuides (fact sheets) in the estate planning area. Dr. Goetting received her Bachelors and Masters’ degrees in Family Economics and Adult Education from Kansas State University and a PhD from Iowa State University.
Steve Reiter
Senior Operations Specialist
AARP Montana
Steve Reiter is the Senior Operations Specialist in the AARP Montana office. Along with other duties, Steve works on Age Friendly, Veterans, and American Indian initiatives. Steve has worked with AARP for 29 years and has more than 35 years’ experience in Human Services programs primarily helping low income job seekers.
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