Live Q & A Event: AARP Montana Holds Tele Townhall with Estate Planning Expert

Posted on 04/03/23

AARP Montana hosts a live, interactive tele townhall from 10 to 11 a.m. Tuesday, June 6, to discuss how to select an estate attorney.

AARP Montana invites you to join us for a Tele Townhall on Tuesday, June 6, from 10 to 11 a.m. Learn more about how to select an estate attorney. This event will feature one of Montana's leading estate planning experts, Dr. Marsha A. Goetting.

Marsha A. Goetting is a Professor and Extension Family Economics Specialist at Montana State University in Bozeman. She has presented over 800 workshops reaching over 25,000 Montanans with financial and estate planning information. She has also authored over 75 publications, including MontGuides and bulletins and has received national, regional, and state awards for her financial management and estate planning programs. Dr. Goetting received her Bachelors and Masters degrees in Family Economics and Adult Education from Kansas State University and her Ph.D. from Iowa State University.

"When selecting an attorney to help develop an estate plan, you need to have one who is well-informed about Montana will and trust laws, and other legal tools," said Dr. Goetting. "You want the attorney to develop an estate plan tailored to your needs, by considering your age, health, family, income, assets, goals, and other circumstances. If your goal is to find an attorney to help settle an estate or administer a probate, then look for one who is knowledgeable about the probate process and trust law in Montana. Attorneys have different areas of expertise This session will explore how to find an attorney and what questions you want to ask about developing a plan or settling an estate."

Additionally, the call will be hosted by AARP Montana State Director, Tim Summers. Troy Shockley, former News Director for Montana Radio Company, will serve as the call's moderator.

“This is a live forum and participants are encouraged to join the call and hear directly from the subject matter experts. Folks can also pose their questions to our expert,” said Summers. “This important call is available for anyone regardless of whether they are an AARP member or not. Because this telephone townhall is interactive, we encourage people to come prepared with questions that they might have.”

On Tuesday, June 6, shortly before 10:00 a.m., AARP Montana will begin calling out to members across the state for this live event. Those interested in participating only need to stay on the line to join.

There are three additional ways to participate in the live event:

Those unable to join the live event on June 6 can listen to the recorded call on AARP Montana’s Facebook page or here:

More information about Estate Planning for Montanans and all the resources available from MSU Extension can be found online at:

For those who do not have computer access, hard copies of online documents are available from county Extension or reservation offices. Contact: Marsha Goetting, MSU Extension family economics specialist,

This story is provided by AARP Montana. Visit the AARP Montana page for more news, events, and programs affecting retirement, health care, and more.

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