AARP MT, My Destiny, Trusts and Wills with Dr. Marsha Goetting , 10/10/19 Helena
Thursday, Oct 10, 2019
From 1pm to 3pm
Covenant United Methodist
2330 E Broadway
Event is closed or full.
Do I need one or the other, or both or neither?
To quote Shakespeare: To have a trust or not have a trust…Aye, that is the question? Although revocable living trusts have existed for many years, they have recently gained more visibility. You may have read newspaper advertisements for free seminars on the benefits of a revocable living trust, or perhaps you’ve seen television commercials suggesting that everyone should have one. A revocable living trust can be an excellent tool for handling some types of financial affairs. But it is not an appropriate choice for everyone. Dr. Goetting will explore the advantages and disadvantages of revocable living trusts and testamentary trusts. She will also examine alternative legal arrangements that may accomplish your goals more effectively, such as wills or a durable power of attorney. She will keep you actively involved by having you answer questions using response clickers. Dr. Goetting has also enhanced her presentations by combining her appreciation of Montana wildflowers with her desire to help you remember appropriate uses of trusts.