Legally Secure Your Financial Future is a self-study curriculum to help you organize your important papers, communicate your wishes about legal and other issues, and prepare your financial affairs.
Content development by:
Marilyn C. Bischoff, M.S., Team Leader, Extension Professor and Family Economics Specialist, University of Idaho Extension; University of Idaho–Boise, 322 E. Front St., Ste. 180, Boise, ID 83702-7364; 208-364-9910; mbischof@uidaho.edu
Joanne Bankston, Ph.D., Family Economics and Management Specialist, Kentucky State University Cooperative Extension Program, Frankfort
Elizabeth E. Gorham, Ph.D., Associate Professor, Extension Family Resource Management Specialist, South Dakota State University Extension, Brookings
Cheryl C. Hardison, B.S., County Extension Education Director, Monona County, Iowa State University Extension, Onawa
Beverly A. Healy, M.Ed., Extension Professor, University of Idaho Extension, Boise
Jacque Miller, M.S., Extension Agent, Larimer County, Colorado State University Extension, Ft. Collins
Debra Pankow, Ph.D., Extension Family Economics Specialist, North Dakota State University Extension Service, Fargo
Reviewed for national use by David Godfrey, managing attorney for the Access to Justice Foundation, Legal HelpLine for Older Kentuckians, Lexington, KY.
Lesson Contents
III. Power of Attorney: Planning for Incapacity
IV. Property Transfer: Documents and Legal Arrangements
VII. Personal Representative: To Carry Out Your Wishes
VIII. Gifting and Tax Strategies
X. How to Hire and Work with an Attorney
Acknowledgments
Prepare Your Estate Plan belongs to a series called Legally Secure Your Financial Future. The series also includes information to help you organize important household papers and to communicate your health-care wishes.