MT Tax Credit for Charitable Gifts to Qualified Endowments
Click here to learn more about this unique tax friendly opportunity available to Montana taxpayers.
Bequest Language
The easiest way to create a lasting legacy without the risk of outliving your assets is to include a bequest in your will. Click here for Sample Bequest Language.
WHERE THERE'S NO WILL, THERE'S A WON'T
In life, we have opinions and choices. We have favorite foods, political leanings, and personal beliefs. We express what we want so that others know what we need and where we stand. In death, it should be no different.
Your will sets forth your wishes, your hopes - your "will" - for what happens to your estate and how it benefits your family, your friends, and the charities you care about. In short, your will ensures that your personal wishes are met, that your "will" is done.
But when a person dies without a will, it can be said that this creates a "won't." Without a will, an individual forfeits his "will power" and his personal wishes are supplanted by state law, often with unforeseen and undesirable results.
So don't leave a "won't". Exercise your "will power" and create a will to ensure you leave the legacy you intend - for your loved ones and your favorite charities. To help you in this process, click here to request the FREE MSU Foundation's Guide to Wills and Trusts. If you have additional questions or want to learn how a charitable bequest to MSU can benefit you and your family, contact us.
Personal Planner
Chronic Illness – Care of Your Person If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. More ...
If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. 
