Estate and Planned Giving seminar Sept. 20

Space is filling up fast for the free Estate and Planned Giving Seminar set for Sept. 20, 10 a.m.-3 p.m. at the Elks Clubhouse in Lewistown.

The seminar will give the expression “where there’s a will, there’s a way” a whole new meaning! Dr. Marsha Goetting, Professor and Extension Family Economics Specialist at Montana State University in Bozeman, is the featured speaker at the seminar.

Dr. Goetting has combined her appreciation of Montana wildflowers with her expertise in estate planning to offer residents of Central Montana an exciting new program: “Wildflower Reflections:  Families, Legacies, and Estate Planning.”

The seminar is being organized by Central Montana Foundation. CMF’s ability to provide literally millions of grants through the years back to the community is in large part due to the hard-working people of Central Montana who decided to take charge of their own legacy by leaving estate gifts. But, what would’ve happened if these individuals died without a will?

Participants at this seminar will learn who receives property if there’s not a written will. They will also discover when a will or a trust has control over your property and when neither one does.

Dr. Goetting’s presentation is from 10 a.m.-noon. A complimentary lunch of pulled pork and sides will be provided over the noon hour before transitioning to a presentation from 1-3 p.m. on planned giving and the Montana Endowment Tax Credit by Teresa Darnielle, a Certified Financial Planner with RBC Wealth Management and her associates. Local financial professionals are especially encouraged to attend this portion of the meeting to learn more about helping clients take advantage of the Montana Endowment Tax Credit through gifts to qualified endowments held with CMF.

Also on the agenda are personal testimonies from Central Montanans who made estate planning a priority and who have made planned gifts and saved a bundle on their taxes.

“We don’t want anyone who is interested in estate planning to miss this opportunity,” said CMF Executive Director Carrie Mantooth. “CMF and 14 other sponsors are all pitching in to cover the expenses of this seminar so we can offer it to the public at no charge.”

Sponsors who have made this event possible and free for the public include Attorney Jack Stone, Bantz and Company PC, Central Montana Insurance, Central Montana Medical Center, Cloyd Funeral Home, Creel Funeral Home, Edward Jones/Joe Eckhardt, Edward Jones/Rollin Nelson, Huffine, McMillan, Arntzen and Ruckman PLLP, Lewistown Insurance, LPL Financial/John Carlson, McKenna Agency, Stogsdill and Birdwell PC, and Torger Oaas Law Office.

Seating is limited so anyone interested in attending is urged to RSVP to CMF at 538-6130 or email them at cmtfoundation@midrivers.com right away to reserve a seat.

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