AARP Eye Center
Learn new Montana tools to avoid probate, use PODs, TODs, and TODDs, and understand the tax impacts of gifting or inheriting assets, plus key tax changes for the new year.
Yes, it’s true. The Montana Legislature has made available tools that allow you to avoid probate on most of your assets. You can avoid probate with payable on death designations (PODs), transfer on death registrations (TODs), a transfer on death deed (TODD) for real property, and a beneficiary designation for your vehicles and vessels. She will also explore the income tax impact when gifting or leaving assets as an inheritance. And what about taxes? She will enlighten you to changes that took place at the first of the year.
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