Estate Planning for Private and Working Lands
There is a wealth of information on estate planning, generational transitions, and guides to conservation easements, tax benefits, and the process for landowners. There are several organizations in our area who can help you get started with an estate plan. To get started, here is a sampling of tools and information:
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MSU Extension Site that provides Estate Planning Tools to Montanans: https://www.montana.edu/estateplanning/
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Estate Planning in Montana: http://store.msuextension.org/publications/FamilyFinancialManagement/MT199508HR.pdf
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Transferring your Farm or Ranch to the Next Generation (MSU Extension Service): http://store.msuextension.org/publications/FamilyFinancialManagement/EB0149.pdf
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Livestock Brands in Montana: An important component of an Estate Plan: http://store.msuextension.org/publications/FamilyFinancialManagement/MT201805HR.pdf
For help from two organizations that focus on our area, you can contact either of the following organizations:
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Gallatin Valley Land Trust, visit https://gvlt.org/ or contact Brendan Weiner, brendan@gvlt.org, 802-338-0879 or
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Montana Land Reliance, visit https://mtlandreliance.org/ or contact Jesse Wiese, jessie@mtlandreliance.org, 406 594 1570