Program Planning Guide
This document is for non-profit educational purposes only. This document may not be used by a profit-making
company or organization. When used by a non-profit organization, appropriate credit must be given to the
Cooperative Extension Legally Secure Your Financial Future: Organize, Communicate and Prepare education
program. Materials for this program were developed by a team from six Land Grand Universities. The program is
included in the program toolkit of the Cooperative Extension Financial Security in Later Life national initiative.
For more information go to: http://www.csrees.usda.gov/fsll.
Program Planning Guide
Table of Contents
Acknowledgements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Legal Disclaimer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
Copyright . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
Contact Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
Background . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Target Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Program Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Program Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Suggested Program Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
5
5
5
7
Planning . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
State Specific Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Working with Your State Bar Association. . . . . . . . . . . . . . . . . . . . . . . . . . .
Working with Your Local Attorney. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Working with Your Health Care Providers. . . . . . . . . . . . . . . . . . . . . . . . . . .
Local Educator/Coordinator Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . .
Timetable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Seminar Fee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other Program Planning Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8
8
8
9
9
9
10
10
10
Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
Marketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
Additional Resources………………………………………………………………....
14
References. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
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Acknowledgements
Legally Secure Your Financial Future: Organize, Communicate, Prepare (LYSFF) is a legal
education program of the Cooperative Extension Financial Security in Later Life (FSLL)
national initiative of CSREES-USDA. The LSYFF education program was developed by a
National Design Team of the following Extension professionals:
Chair:
Marilyn C. Bischoff, MS, University of Idaho-Boise
Team Members:
Joanne Bankston, PhD, Kentucky State University, Frankfort
Gail M. Gordon, MBA, University of Wyoming, Laramie
Elizabeth E. Gorham, PhD, South Dakota State University, Brookings
Beverly Healy, MEd, University of Idaho in Ada County, Boise
Jacque L. Miller, MS, Colorado State University, Fort Collins
Debra Pankow, PhD, North Dakota State University, Fargo
Assistance provided by:
Kelli Jo Anthon, BS, AFC, former Program Assistant, CSREES-USDA,
Washington, DC
Jane Schuchardt, PhD, Family Economics Program Leader, CSREES-USDA,
Washington, DC
Many other people contributed to the development and refinement of these materials. The
LSYFF Design Team wish to acknowledge the contributions of:
Authors of Supplemental Materials
Marsha Goetting, PhD, CFP®, CFCS, Montana State University, Bozeman
Joyce Jones, PhD, Oklahoma State University, Stillwater
Nancy Porter, PhD, Clemson University, Clemson, SC
Carol A. Schwab, JD, LLM, former Professor and Extension Specialist, North
Carolina State University, Raleigh
 Logo and Marketing Design
Wyvette A. Williams, Cooperative Extension Graphic Designer, Kentucky State
University, Frankfort
Wendy Douglass, former Extension Marketing Specialist, Colorado State
University, Ft. Collins
 Curriculum Reviewers
Suzann Enzian Knight, MOE, MS, CFP®, University of New Hampshire, Durham
Marsha Goetting, PhD, CFP®, CFSC, Montana State University, Bozeman
Jeanette Tucker, PhD, Louisiana State University, Baton Rouge
 Web Site Reviewers
Sharon E. DeVaney, PhD, Purdue University, West Lafayette, IN
Suzann Enzian Knight, MOE, MS, CFP®, University of New Hampshire, Durham
Don McLeod, PhD, University of Wyoming, Laramie
 Attorneys Reviewers for State Specific Information
Idaho – Robert Aldridge, Attorney at Law, ID Bar Association
Allan Bosch, Attorney at Law, ID Bar Association
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
Reese Verner, Attorney at Law, ID Bar Association
Iowa – John R. Baker, Iowa Concern Hotline Staff Attorney, IA Bar Association
South Dakota – Ann Marie Feiock, Young Lawyers President, SD Bar Association
Pilot Sites
Idaho – Ada County
Iowa – Monona County
South Dakota – Fall River County
Funders and Sponsors
Cooperative States Research, Education and Extension Service – United States
Department of Agriculture
Association of Financial Counseling and Planning Education
Legal Disclaimer
Legally Secure Your Financial Future: Organize, Communicate, Prepare is designed to acquaint
the participant with certain legal information about estate planning and end-of-life issues. It is
not designed as a substitute for legal advice, nor does it tell everything one needs to know about
estate planning and end-of-life issues. Future changes in the law cannot be predicted, and
statements in this program are based solely on the laws in force on the date of publication. If
participants have specific questions, they should seek professional advice. A resource listing of
attorneys by state can be provided by the specific State Bar Association. You can locate your
state bar association at http://www.abanet.org/barserv/stlobar.html.

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Copyright
Educational and nonprofit organization: Materials may be reproduced for educational
purposes only, provided that materials are reproduced using all logos and identifying
information.
Commercial or for-profit organizations: No materials may be reproduced or transmitted in
any form or by any means including downloading, copying, recording, or any other
information storage and retrieval system without permission in writing from the contact
person for this program.
Individuals: Materials may be used for personal and private use.
Contact Information
Legally Secure Your Financial Future: Organize, Communicate, Prepare is a curriculum in the
national Cooperative Extension initiative, Financial Security in Later Life. This program seeks to
help people improve personal finance behaviors leading to financial security in later life, enhance
the ability of local educators and their partners to deliver effective programs, and increase
economic vitality and quality of life for families and communities. The resources listed in this
guide are located on the Cooperative Extension National Initiative website for Financial Security
in Later Life: http://www.csrees.usda.gov/fsll under Tools for Educators. Click on Program
Toolkit and Legally Secure Your Financial Future. Send comments or questions to Marilyn
Bischoff, LSYFF development team chair, mbischof@uidaho.edu, Jane Schuchardt,
jschuchardt@csrees.usda.gov or Nancy Porter, norter@Clemson.edu, FSLL initiative co-chairs.
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Background
Many Americans die without a will or advanced health directives. According to the United Way
(American Bar Association, 2004), approximately 60% of Americans die without a will. Only
42% of adult Americans possess a will and 21% of the respondents have created a trust. Fortysix percent of White Americans have a will while 28% of African-Americans and 20% of
Hispanic-Americans possess wills (Martindale-Hubbell, 2004). Recent research conducted by
AARP (2000), found that among Americans age 50 and older, 60 percent have a will, 45 percent
have a durable power of attorney, and 23 percent have a living trust. However, 36 percent of
Americans in this age group have none of these legal documents and only 17 percent have all
three.
While research is limited regarding estate planning and behavior associated with preparing
important legal documents, several factors are often cited for the lack of preparation. Many
people believe that property will pass on to their heirs under state law in a manner they would
like. Some just never get around to making specific legal arrangements to protect their survivors.
Other reasons frequently mentioned include: believing that assets are not large enough to warrant
transfer tax liability; thinking that estate planning is not important for young adults; concern
about the costs of preparing wills and important documents; and discomfort in discussing end-oflife issues with family members.
For additional background and research related to financial security in later life, visit the
Financial Security in Later Life Website at http://www.csrees.usda.gov/fsll. Select ‘Tools for
Educator’ and then go to ‘Background and Supporting Research’.
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Program Planning Guide
Overview
Legally Secure Your Financial Future: Organize, Communicate, Prepare was designed to
address the concerns mentioned on page 4. The program educates individuals about the
importance of evaluating their current legal condition related to later life issues, the necessity of
developing a personal action plan, and the important steps to take in safeguard you and your
family’s financial future. Developing a plan to protect, distribute and transfer one’s assets
requires organization, communication, and preparation.
Target Audience
This program is designed for adults. The material is developed at a 10th grade reading level. The
Coordinator and other collaborators may provide assistance in customizing this program to meet
the needs of community. The Coordinator, Educator and/or guest presenter will then identify
content relevant for targeted audiences based on general needs and socio-economic factors of
that audience, such as minority audiences or audiences of people age 50 and older.
Program Objectives
Participants who attend this legal education program will:
 Recognize the importance of personal records, a valid will, durable powers of attorney,
advance health directives, living wills, and other estate planning documents;
 Gain awareness and knowledge of the kinds of personal information to gather, organize
and store so that family members can easily access them;
 Develop a list of important documents to be organized and or updated;
 Understand the importance of family communication about legal issues;
 Understand how to select and work with an attorney; and
 Increase knowledge of estate planning and end-of-life issues and develop a plan to
address them.
Program Resources
This Program Planning Guide is provided to assist State Extension Specialists, State Contacts,
and local Educators in initiating the LSYFF program. It provides information related to program
planning, marketing, and evaluation resources. It has a specific section to assist in working with
a State Bar Association and local attorney. Information is provided to orient the attorney to the
program and to give him/her guidelines for their involvement in and support of the program.
The Educator Guide provides a suggested script for each of three seminars to be used by the
Extension Educator or other program presenter. It assists participants in organizing their legal
papers and getting the help they need to legally prepare them for their financial future.
The LYSFF program can be delivered through a single seminar or a series of seminars depending
on audience needs. The following resources are provided to assist local Educators and
collaborators in conducting the LSYFF program:
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 Organize (Seminar One Conducted by an Educator)
Seminar one features information to guide participants in recording, organizing, and/or
updating important papers related to estate planning. Participants will receive a packet of
forms to inventory documents/papers and assets, directions for replacement of
documents, and proper storage.
-PowerPoint presentation: Organize: Recordkeeping
-Participant handouts:
Record of Important Papers
Household Inventory
Replacing Very Important Papers (VIPS)
Developing SMART Goals Form

Communicate (Seminar Two Conducted by an Educator with Health Care
Professional)
Seminar two features how to initiate family communication about later life issues, with
additional information on advanced directives for health care, and selecting an attorney.
-PowerPoint presentation: Communicate: Advanced Health Care Directives
-Participant handouts:
Advanced Health Care Directives Quiz
Selecting and Working With an Attorney
Ask the Attorney Form
- Case Studies
 Prepare (Seminar Three Conducted by an Educator with an Attorney)
This seminar provides participants with 1) initial responses to their specific legal
questions from a qualified state bar association attorney; 2) information about common
family issues confronting attorneys today; and 3) highlights the importance of getting
good reliable information for making major decisions regarding estate planning and endof-life issues.
-PowerPoint presentation: Prepare: Advice from an Attorney
-Participant handouts:
Legal Terms
Commonly Asked Questions of Attorneys
 Additional Seminar Topics
An optional fourth seminar could be offered to address additional legal issues depending
on the needs and interests of the participants. You may want to customize the seminar
with additional topics. The following are some suggestions:
 Federal Estate Taxes
 Federal Gift Tax
 State Inheritance or Estate Tax
 Trusts
 Probate
 Estate Planning For Farmers or Family Business Owners
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Preplanning Your Funeral
Transferring Non-titled Property
Settling an Estate: Duties and Responsibilities of a Personal Representative
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Program Planning Guide
This optional seminar could be based on complementary programs offered in other
Cooperative Extension disciplines or estate planning curriculum listed on the FSLL Web
site at http://www.csrees.usda.gov/nea/economics/fsll/edu_estate.html.
Suggested Program Formats
The suggested time for presenting each module is two hours, with one hour and a half for
presentation followed by a half-hour of questions and answers. Allow at least one break during
the presentation of the module.
 Recommended format:
Week One: Seminar One – Organize
Week Two: Seminar Two – Communicate
Week Three: Seminar Three – Prepare

Optional format 1:
Week One: Seminar One – Organize
Week Two: Seminar Two – Communicate
Week Three: Seminar Three – Prepare
Week Four: Seminar Four – Optional Related Legal Topic
The next two options would require pre-registration and participant handouts be mailed in
advance to participants. Participants would need to complete and bring the inventory of
important papers with them to the first seminar.
 Optional format 2:
Week One: Seminar One and Two – Organize and Communicate
(Provide an abbreviated presentation of topics and allow attorney
to cover advanced directives and living wills in next seminar.)
Week Two: Seminar Three – Prepare

Optional format 3:
Provide only one seminar with an abbreviated presentation of the topics. This
approach may require the length be adjusted to three hours.
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Planning
State Specific Information
The information provided in this program is intended to be of a generic nature and not a guide to
state law. Some of the materials offered in this program will need state-specific information.
Permission is granted and users are encouraged to add the following:
 State and local identities
 State and local information, resources, and laws regarding the subject addressed
Since state laws vary the state coordinator of this program will need to work with the State Bar
Association to make materials state specific. Another option for adapting materials for state
specific information is to work with a Law School in your state. To easily identify the parts that
require information pertaining to your state, look for this logo in the text:
State
Specific
If state specific information is added, the following credit line is
appropriate to use: “State specific information for [name of state] was
added by [name of individual] from [source].”
The following information will need to be made state specific:
 PowerPoint Presentation, Prepare: Advice from an Attorney
 Responses to seven Case Study Situations
 PowerPoint Presentation, Communicate: Advanced Health Care Directives
 Responses to Advanced Health Care Directives Quiz
 Other appropriate handouts used in the program
Citizens of a neighboring state may select to participate in this program across state lines,
especially if the program location is near the border. Be certain that they understand that the
laws of their state may be different and remind them to consult an attorney from their state or
recommend they ask their local Educator if they anticipate offering this same program in their
state. State Extension Specialist or state contacts offering this program are encouraged to make
available state’s specific handouts to states on their border.
Working with Your State Bar Association
Extension Specialists and Educators implementing the LSYFF program should use state specific
legal information. Each state offering this program will need to develop a strong relationship
with their state bar association to make sure state specific information is accurate and useful. The
State Extension Specialist (or an Educator acting as a state contact) will need to take an active
role in building this relationship. The state contact should begin working on this relationship and
adapting the materials well in advance of the program being offered at the local level. A
recommended timeline would be 4 – 6 months before conducting seminars. The state contact
should follow these steps:
 Call a member of your own state’s Bar Association for information on their structured
activities or current campaigns.
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
Request information such as list of attorneys, other educational materials and
resources provided by their state bar association.
 Provide a LSYFF information packet with the same materials assembled for the local
attorney including a promotional brochure for Cooperative Extension in your state
listing local contact information. (See packet information listed under Working with
Your Local Attorney)
 Request opportunities to promote LSYFF to their membership or have the program
included in their list of suggested community service activities.
An example of a mutually beneficial working relationship in South Dakota has resulted in the
Bar Association paying for a graduate student to adapt educational materials to the laws of their
state. In addition, the state’s young lawyers group is making LSYFF their statewide service
project.
Links to each state bar association can be found on the American Bar Association Website at
http://www.abanet.org/barserv/stlobar.html .
Working with Your Local Attorney
The local Educator or Coordinator will need to recruit a local Bar Association attorney
specializing in family law, wills, and estates to present the Prepare seminar. When targeting
low-income audiences you may want to work with Legal Services Corporations to identify an
attorney to be seminar speaker. LSC attorneys may not be versed in estate laws, but they will be
able to speak to the specific concerns of this audience. The Web site for Legal Services
Corporations is http://www.lsc.gov.
Take a personal approach by calling the attorney you have selected to set up a face-to-face
meeting. At the arranged face-to-face meeting provide him/her with the Attorney Packet be
prepared to discuss:
 Key points to cover in seminar
 Selected format for program
 Profile of participants determined from pre-registration assessment
 Specific information about the local program
 Other information to assist in customizing the seminar
 Responsibilities of the Educator and attorney
 Questions about the seminar
Working with Your Health Care Professional
The local Educator/Coordinator should recruit a health care provider working for a local hospital,
medical clinic, or public health department to present information about Advanced Health Care
Directives. Their educational interest regarding this topic has increased as a result of the Patient
Self-Determination Act of 1991, requiring them to inform the public if they receive any federal
funding (Medicare/Medicaid). Follow the same steps recommended for recruiting and meeting
with a local attorney found in the section above. Put together a Health Care Professional Packet
to help prepare him/her for their presentation.
For the steps to recruit a speaker refer to the FSLL – A Guide for Community Educators at
http://www.ces.purdue.edu/financialsecurity/planning/skr_recruit.html .
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Local Educator/Coordinator Responsibilities
In addition to recruiting and working with seminar speakers, the Educator or Coordinator is the
driving force behind the organization and implementation of this program at the local level. The
list of responsibilities provided below may be delegated to others or handled directly by the
Educator or Coordinator.
 Market and promote the program
 Locate and make facility arrangements
 Register and collect participant fees
 Provide refreshments
 Duplicate handouts and distribute at the seminar
 Collect participant questions for the attorney and forward to the attorney
 Provide speaker with audience demographic information from participant preregistration/assessment forms
 Provide or arrange for visual aids and AV equipment
 Assist with the duplication of seminar materials
 Attend the seminar and handle local arrangements
 Introduce the speaker for the seminar presentation
 Present Seminar One and parts of Seminar Two
 Facilitate Seminar Three
 Present information to participants related to professional fees and mention the no
endorsement clause.
Timetable
Preparing for LSYFF seminars will require approximately three to six months of planning. A list
of tasks to be accomplished during this time frame are illustrated below
Timeline
Task
Responsible Party
5 - 6 Months Before
Begin developing
State Extension Specialist or
relationships with identified
State Program Coordinator
program stakeholders:
-State Bar Association
-University Law School
- Others you identify
5 Months Before
Make state specific changes in State Bar Association
program materials
Attorney Recruited by State
Extension Specialist,
Coordinator, or Educator
4 Months Before
Program materials distributed Extension Specialist or State
via state web site or other
Program Coordinator
selected methods
3 Months Before
Make contact and recruit local Local Educator
professionals as speakers
3 Months Before
Arrange meeting with selected Local Educator
guest speakers and provide
information packets
3 Months Before
Set date, choose location, and Local Educator
other logistics arrangements.
2 Months Before
Begin marketing and
Local Educator
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1 Month Before
2 Weeks Before
1 Week Before
Seminar Date
1 Week After
2 Weeks After
4 – 6 Months After
6 Months After
promotional campaign
Begin registration
Confirm last minute details
with speakers
Prepare participant packets
and seminar equipment
/supplies
Conduct Seminar
Send thank you notes to
speakers and follow up
information to attendees
Submit seminar evaluation
results to assigned state
Extension specialist or
contact. S/he
Send out follow-up evaluation
to participants
Submit follow-up evaluation
results to assigned state
contact
Local Educator
Local Educator
Local Educator
Local Educator/ Speaker
Local Educator
Local Educator
Local Educator
Local Educator
Create your own timetable by making a list of the tasks relevant to your program and select dates
appropriate to your situation. Another source that provides a list of program planning tasks and a
check list are:
Seminar Timetable
http://www.ces.purdue.edu/financialsecurity/planning/semtimetable.html
Seminar Checklist
http://www.ces.purdue.edu/financialsecurity/planning/semchecklist.html
Establishing Seminar Fee
Seminar fee will be established at the state and/or local level. Costs to be considered when
setting a fee include:
 materials reproduction
 mailing or other publicity costs
 staff time to organize the session
 coffee and other refreshments
 supplies
 equipment rental
 room costs
 speaker/s costs and/or honorarium
If targeting limited-income audiences, it may be necessary to secure financial funds to cover
costs through other resources such as financial institutions, donations, small grants, and
sponsorships.
Other Program Planning Resources
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Program Planning Guide
For additional information and resources to assist in planning a LSYFF program visit
the FSLL – A Guide for Community Educators at
http://www.ces.purdue.edu/financialsecurity/main.html
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Evaluation
The following evaluation tools are provided to assist in measuring outcomes of the LYSFF
program and in generating impact reports. All completed original assessment and evaluation
forms should be sent to Dr. Liz Gorham, 301 NFA/2275A, SDSU, Brookings, SD 57007.
National and state summaries will be made available from Dr. Gorham upon request
gorham.liz@ces.sdstate.edu. The educator will duplicate the necessary evaluation forms and
distribute as indicated below:
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Participant Registration/Pre-Assessment
To be completed by the program participant as a part of the registration process.
Participant End of Program Assessment
To be completed by the program participant at the end of the last seminar.
Participant Follow-up Assessment
To be mailed to program participants 3-6 months after the end of the program
with a return stamped envelope and an offer to send more information about
estate planning from the list of Extension/State Bar Association-sponsored
literature for the return of the assessment.
Professional Follow-up Evaluations
To be mailed to professionals involved in the program 3 – 6 months after the end
of the program.
o Educator Program Evaluation
o Attorney Program Evaluation
o Health Care Professional Evaluation
Please obtain approval from your University IRB (Institutional Review Board) for research on
human subjects prior to distributing and collecting the End of Program and Program Followup Assessments from participants. Generally, this type of research will qualify for an expedited
review on university campuses. Without a signed consent form from each program participant
for the End of Program assessment, this information can only be used to assess the
effectiveness of the curriculum; it cannot be used in reported research project results. Assign
each participant a number to be used on all three assessment forms: Registration-Needs, End
of Program, and Follow-up Program. Using a separate consistent number for each participant
provides an opportunity to compare behavior prior to, directly after, and longer-term after the
program.
State
Specific
TOOLS (links) for research:
 Script (with signed consent form) to be read before distributing End of Program
Assessment
 Cover letter to include with Follow-up Assessment
 For State FSLL Contacts: Reporting Impact from LSYFF to FSLL
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Marketing
Publicity and Promotional Ideas
This section provides samples to use in promoting a local LSYFF program. If you would like to
design your own promotional tools there are helpful tips provided on the Website for the FSLL –
A Guide for Community Educators at
http://www.ces.purdue.edu/financialsecurity/promotion/pl_publicity.html
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Improve Your Program Marketing: Focus on Your Audience
Fifty Publicity Ideas
Sample Promotional Brochure
Sample Participant Invitation Letter
Sample Media Releases
Sample Professional Fact Sheet
Sample Legal Seminar Announcement
Sample Letter Size Seminar Promotional
Sample Legal Size Program Promotional Flyer
Sample Billboard
Logos
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References
References for Program Planning Guide
American Association of Retired Persons (AARP) Research Group. (April 2000). Where
there is a will…legal documents among the 50+ population: Findings of an AARP
survey. Retrieved July 8, 2004 from http://research.aarp.org/econ/will.html
American Bar Association. (2004). Guide to Wills and Estates (2nd Edition). Random House.
Bennet, J., (2001). AARP Legal Checkup Seminar; Coordinator’s Guide for Extension
Educators. University of Florida Extension-Collier County.
Bechman, J. Badenhop, S. Rowe, B. and Schuchardt, J. Financial Security in Later Life: A
Guide for Community Educators. Financial Security in Later Life Initiative. CSREESUSDA. http://www.ces.purdue.edu/financialsecurity/main.html
Evans, R. P. (1999). The Locket. New York, NY: Simon & Schuster.
Kerbel, C., Anderson, J., DiSpirito, K. (2004). Getting Fiscally Fit. Center for Personal Financial
Education.
Martindale-Hubbell. (May 24, 2004). Many Americans leave loved ones vulnerable, due to lack
of estate planning, new survey finds, Lexis-Nexis. Retrieved July 28, 2004 from
http://www.lawyers.com/legal_topics/browse_by_topic/index.php?
O’Neill, B. (2004). Facilitator’s Guide for Community Educators: Catch-Up Strategies For Late
Savers. National Endowment for Financial Education.
http://www.csrees.usda.gov/nea/economics/fsll/edu_latesaver.html
Strum, M. (2002). Facilitator Guide: Can We Talk? Critical Conversations About Financing
Long Term Care. University of Minnesota. http://fsos.che.umn.edu/stum/ltc/default.html
Strum, M., Bechman, J., Knight, S. (2002). Facilitator Guide: Take the Road to Financial
Security in Later Life. Financial Security in Later Life National Initiative, CSREESUSDA.http://www.csrees.usda.gov/nea/economics/fsll/edu_roadtofsll.html
Schwab, C., Planning Your Estate: A Guide to Help You Work With Your Attorney. North
Carolina State University and North Carolina Bar Association. Accessed March 15, 2004
from http://www.ces.ncsu.edu/depts/fcs/estates/index.html
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Program Planning Guide
References for Seminar One: Organize
AARP Research Group. (2000). Where there is a will…legal documents among the 50+
population: Findings of an AARP survey. Retrieved July 8, 2004 from
http://research.aarp.org/econ/will.html
American Bar Association. (2004). Guide to Wills and Estates (2nd Edition). Random House.
Bischoff, MC and Lawrowski, MA., (1996). Recordkeeping: What to Keep, What to
Discard, Coming To Grips With Your Finances Home Study course. MS 112-2,
Moscow, ID: University of Idaho.
Bloodless Healthcare International, Inc. (2000).
Bryant Quinn, J. (1997). Making the Most of Your Money. New York, NY: Simon and
Schuster, Inc.
Goetting, M. (2000). Record of important papers. Circular 2C124, Montana State
University, Bozeman.
Goetting, M. (2002). Replacing those VIPs (very important papers), MontGuide Fact Sheet.
Montana State University, Bozeman. Accessed March 15, 2004 from
http://www.montana.edu/wwwpb/pubs/mt9513.html
Goetting, M. (2002). Your important papers, what to keep and where, MontGuide Fact Sheet.
Montana State University, Bozeman. Accessed March 15, 2004 from
http://www.montana.edu/wwwpb/pubs/mt9611.html
Hemphill, B. (2002). Taming the Paper Tiger at Home. Washington, DC: Kiplinger Books.
Internal Revenue Service. (2003). Starting a Business and Keeping Records, Publication 583,
Washington, D.C.
Internal Revenue Service. (1999). IRS Publication 552, Washington, DC.
Jones, J. E. (2004). Taking Inventory: Valuable Records, Oklahoma State University
Extension, Stillwater, OK. Retrieved October 1, 2005 from
http://osuextra.okstate.edu/pdfs/T-4151web.pdf
Jones, J. E. (2004). Taking Inventory: Household Possessions, Oklahoma State
University Extension, Stillwater, OK. Retrieved October 1, 2005 from
http://osuextra.okstate.edu/pdfs/T-4152web.pdf
Porter, N. (2002). Basic Building Blocks of Successful Financial Management, Investing for
Your Future, NRAES-156, Ithaca, NY: Natural Resource, Agriculture and Engineering
Service
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Program Planning Guide
References for Seminar Two: Communicate
Erb, B. Living will registry. Accessed March 15, 2004 from
http://www.uslivingwillregistry.com/pr_calif.shtm
Hospice. Hospice Care: Comfort and Compassion When It’s Needed Most. Accessed
September 25, 2004 from
http://www.nhpco.org/files/public/NHF_brochure_Pink_Communicating.pdf
Lang, L., & Quill, T. (2004). Making decisions with family at the end of life, American Family
Physician, August 15, 2004. Accessed September 25, 2004 from
http://www.aafp.org/afp/20040815/719.html
Partnership for Caring. (2001). Talking about your choices. Accessed March 15, 2004
from http://www.partnershipforcaring.org/Resources/choices_set.html
Schwab, C., Planning Your Estate: A Guide to Help You Work With Your Attorney. North
Carolina State University and North Carolina Bar Association. Accessed March 15, 2004
from http://www.ces.ncsu.edu/depts/fcs/estates/index.html
Schwab, C., Planning Your Estate: How do I discuss end-of-life issues with my family? North
Carolina State University and North Carolina Bar Association. Accessed March 15, 2004
from http://www.ces.ncsu.edu/depts/fcs/estates/cases/case_studies.html
Schwab, C., Planning Your Estate: Preparing for possible future incompetence. North
Carolina State University and North Carolina Bar Association. Accessed March 15, 2004
from http://www.ces.ncsu.edu/depts/fcs/slide3/slide.htm
References for Seminar Three: Prepare
American Bar Association. (2004). Guide to Wills and Estates (2nd Edition). Random House.
Badenhop, S. (2001). Estate Planning Series (FCS5-420 – FCS5-428). University of
Kentucky Cooperative Extension Service, College of Agriculture, Lexington.
http://www.ca.uky.edu/agc/pubs/HEPUBS.HTM
Colgate, K.A. (2003). The Everything Wills and Estate Planning Book. Avon, Massachusetts:
Adams Media Corporation.
Downes, J & Goodman, J.E. (1995). Dictionary of Finance and Investment Terms. Hauppauge,
NY: Barron’s Educational Series, Inc.
Garman, T.E. & Forgue, R.E. (2003). Personal Finance, Seventh Edition. Boston: Houghton
Mifflin Company.
Goetting, M. (2002). Probate. Montana State University, Bozeman.
Legally Secure Your Financial Future: Organize, Communicate, Prepare
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Program Planning Guide
Idaho State Bar. (1999). Basic Estate Planning, Boise, Idaho.
Haman, E.A. (1998). Power of Attorney Handbook. Naperville. IL: Sphinx Publishing.
Schwab, C., Planning Your Estate: A Guide to Help You Work With Your Attorney. North
Carolina State University and North Carolina Bar Association.
http://www.ces.ncsu.edu/depts/fcs/estates
Warda, M. (2000). How To Make Your Own Will, Second Edition. Naperville, IL: Sphinx
Publishing.
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