1. Save Montana Income Taxes with a Charitable Gift Annuity:  A Legacy Qualifying for the Montana Endowment Tax Credit (METC) also known as a Qualified Endowment Credit (QEC). (MT202012HR) (2024) (PDF Version) (HTML Version-ADA Accessible) [Order Online] 
    Explains how charitable gift annuities could be used to meet both the altruistic and tax savings goals of Montanans.

  2. Income Tax Impact While Selling, Gifting, or Leaving Property as an Inheritance (MT202202HR) (2022) (PDF Version) (HTML Version-ADA Accessible) [Order Online] Before reaching a decision to sell, give, or leave property as an inheritance, owners should become aware of the income tax concepts of basis and adjustedbasis. Property owners should also know the difference between the stepped-up basis oninherited property and the carryoverbasis on property the owner gifts duringlifetime. This MontGuide will expand on the above concepts and illustrate the potential tax consequences.

  3. Montana Medical Care Savings Accounts (MSAs) for the 2025 Tax Year (MT199817HR)(2025) (PDF Version) (HTML Version-ADA Accessible) [Order Online]  
    The Montana Medical Care Savings Account Act (MSAs) allows Montanans to save money for eligible medical expenses, health insurance premiums, and long-term health care while reducing their state income taxes. This MontGuide provides answers to common questions Montanans have asked about MSAs.

  4. IRS Publication 502: Medical and Dental Expenses
    https://www.irs.gov/pub/irs-pdf/p502.pdf

  5. Leave a Legacy (Montana State University Alumni Foundation)
    https://plannedgiving.msuaf.org

  6. Montana Endowment Tax Credit (Montana Community Foundation)
    https://mtcf.org/giving/montana-endowment-tax-credit

Estate Planning Website

For further information, visit the Estate Planning website at www.montana.edu/estateplanning. 

This website provides current information about estate planning for Montanans who are interested in learning by attending webinars, in-person workshops, viewing MSU Extension MontGuides and other bulletins, and other information.