Serving Southern Jefferson County in the Great State of Montana
Serving Southern Jefferson County in the Great State of Montana
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This is one of a series of articles focusing on estate and legacy planning. The authors are Kaleena Miller, Madison-Jefferson County Extension Agent, kaleena.miller1@montana.edu, and Marsha Goetting, MSU Extension Family Economics Specialist, marsha.goetting@montana.edu. An important goal for most Montana farm/ranch family enterprises is transferring land and business to the next generation. The process is challenging because it includes a complex web of economic, legal, and family decisions. “For some families, just the idea of getting s...
This is part of a monthly series of articles on estate and legacy planning. The authors are Kaleena Miller, Madison-Jefferson County Extension Agent, kaleena.miller1@montana.edu, and Marsha Goetting, MSU Extension Family Economics Specialist, marsha.goetting@montana.edu. Do you have a traditional IRA? If you started an IRA when they were created back in 1974, you may have named your spouse and/or your children as the beneficiaries. This made sense because your spouse could roll over the IRA into their IRA. The adult children could draw the...
This is the second in a series of 2022 articles focusing on estate and legacy planning. Authors are Kaleena Miller, MSU Extension Madison-Jefferson County Agent, kaleena.miller1@montana.edu and Marsha Goetting, MSU Extension Family Economics Specialist, goetting@montana.edu. During a holiday dinner, Margaret announced to her four children she wanted to be cremated and her ashes scatted in Yellowstone National Park because of all the time she and her husband spent there hiking. After Margaret’s death her daughter wanted to follow mom’s wis...
