Financial Management & Economic Well-Being

Wills, Trusts, and Estate Planning

Pubs

A Beginner's Guide to Wills

A Beginner's Guide to Trusts

A Beginner's Guide to Living Wills and Power of Attorney

Estate Planning

Estate Planning: Ethical Wills

Estate Planning: Getting Started

Estate Planning: Preparing a Letter of Last Instructions

Estate Planning: Revocable Living Trusts

Estate Planning: Your Will

Videos

Protecting Your Family’s Financial Future

Helps you determine how much life insurance you need, how to make sure you have a valid will, how to select guardians and executors, choosing trusts that meet your financial needs, how to minimize estate taxes, and helpful strategies for small business owners. A Kiplinger Guide, 1997.

Major Money Decisions

Learn to take charge of your money, manage credit, buy life insurance, invest wisely, buy and insure your home, buy and insure your car, pay for college, enjoy a comfortable retirement, write a will. A Kiplinger Guide, 1999, 38 minutes.

Financial Security in Later Life

A videotape of the December 11, 2003 national teleconference on Financial Security in Later Life, sponsored by USDA. 2 hours, 25 minutes.

Wills and Estate Planning

This step-by-step, easy to understand video explains how to protect your interests and that of your loved ones. Tips to get around traps are given. Featuring Michael J. Kemmy, Attorney at Law in North Carolina, as speaker, 40 minutes.

Understanding Living Trusts

This video shows how to save thousands of dollars on taxes and legal fees by using a $600,000 tax exemption (rather than the $1.5 million for 2004-2005) and a $10,000 gift exemption. In 2004, the amount saved is $11,000 per year per person. Although the principles in the video are the same, please update the amounts when using it with an audience. 60 minutes.

Contact Dr. Josephine Turner for more information on these videos.

Who Gets Grandma's Yellow Pie Plate?

Covers the distribution of untitled property and the importance of communication in developing a strategy for transferring assets. 12 minutes.

Contact either Prof. Mary Harrison or Dr. Josephine Turner for more information on this video.

Pyramids to Urns

Discusses different funeral options available.

Contact Erica Rodriguez, Curriculum Secretary for more information.

Transferring Property

Videos

Protecting Your Family's Financial Future

Contact Dr. Josephine Turner for more information on this video.

Understanding Taxes

Divided into seven episodes. Explanation of the history and reason for federal taxes and how the federal income tax affects consumers.

Contact Erica Rodriguez, Curriculum Secretary for more information.

Newsletters

Money Management Newsletters

http://fycs.ifas.ufl.edu/Newsletters/mmgmt.htm

Money Management Newsletter Archives

http://fycs.ifas.ufl.edu/Newsletters/mmgmt_archive.htm

Media Articles

End of Year Tax Planning Tips http://fycs.ifas.ufl.edu/Newsletters/TP01.htm

Gifts Can Reduce Estate Taxes http://fycs.ifas.ufl.edu/Newsletters/EPS01.htm

Pubs

FCS 7026/ HE817 Federal Income Tax Management HTML PDF

Videos

Protecting Your Family's Financial Future

Contact Dr.Jo Turner for more information on this video.

Understanding Taxes

Divided into seven episodes. Explanation of the history and reason for federal taxes and how the federal income tax affects consumers.

Contact Erica Rodriguez, Curriculum Secretary for more information.

Media Articles

End of Year Tax Planning Tips

http://fycs.ifas.ufl.edu/Newsletters/TP01.htm

Gifts Can Reduce Estate Taxes

http://fycs.ifas.ufl.edu/Newsletters/EPS01.htm

Power Point Presentations

Tools for Transferring Assets by Dr. Josephine Turner

Links

Internal Revenue Service http://www.irs.gov/

Earned Income Tax Credit http://www.irs.gov/individuals/article/0,,id=96456,00.html

Retirement Planning

Pubs

FCS 5258/ FY642 Individual Retirement Accounts and Other Retirement Savings Plans PDF

FE154 Investing for Fun, Family, and Retirement HTML PDF

FCS 5263/ FY442 Using a Financial Calculator to Make Financial Decisions PDF

Videos

Successful Retirement

Helps you determine how much you will receive from social security and pension plan, how to calculate your expenses in retirement, how to maximize your 401(k), IRA, SEP, and Keogh plans, how to cope with mounting medical costs, how to create an investment strategy, and how to decide where to live and whether you will work. A Kiplinger Guide, 1996.

Your 401 K Plan: Building for Retirement

This five minute video is an excellent introduction to 401k plans. It discusses how easy they are to begin with payroll deduction and how fast they grow, especially with employer contribution and deferral of taxes.

Major Money Decisions

Financial Security in Later Life

A videotape of the December 11, 2003 national teleconference in Finacial Security in Later Life, sponsored by USDA. 2 hours, 25 minutes.

Meg Green's Financial Workout

An excellent video that can be used in segments for basic financial management topics, including budgeting, goal setting, credit, investment, and retirement planning. 59 minutes.

Contact Dr. Josephine Turner for more information on these videos.

Consumer to Consumer: Good Ideas for Tough Times

Discusses topics of bill paying, budgeting, expense reduction, shopping, bartering, saving, and management of credit during a time when income is reduced due to unemployment, divorce, or retirement. 23 minutes.

Contact Erica Rodriguez, Curriculum Secretary for more information.