This is an off-the-shelf program on the inheritance of non-titled property, which was developed by University of Minnesota Extension in 1994. It was last updated in 2015. It has recently been taught by FLEs in four counties (Dodge, Fond du Lac, Polk, and Outagamie). Educators have presented this program at libraries, churches, and community conferences. Educators often co-teach this with an attorney who specializes in estate planning.

More information: Workshop Facilitator’s Toolkit

Resources/Materials:

• Wisconsin Memorandum for Distribution of Tangible Personal Property.
• Family Estate Planning in Wisconsin (NOTE: This document was last updated in 2013).  For the intestate succession diagram, see page 55.
• There’s an app for that!

Time Commitment: varies; often a single 1 hour session

This is an annual one-day conference on end-of-life topics. It is held in Polk/Burnett county in conjunction with the ADRC. Contact Gail Peavey (gail.peavey@ces.uwex.edu) for more information.

Resources/Materials: Final Affairs Brochure sample

Time Commitment: One-day workshop

Extension Agriculture Educators teach seminars on farm succession. FLEs can contribute their expertise on communication to these workshops. For example, Shelley Tidemann collaborates with her county agriculture educator on this program. Contact Shelley (michelle.tidemann@wisc.edu) for more information.

For more information: Farm Succession Materials

Resources/Materials:

• Kewaunee County hosted a live webinar series on Farm Succession Planning including topics on Estate Planning and Long-Term Care Planning with topics relevant to all families, not just farmers.  This webinar series is recorded and archived at:   Farm Succession Webinar Series
• Renee has flyers that she will share

Time Commitment: varies

Family living educators teach seminars on estate planning. This has recently been offered by Carol Bralich in Washington County. Often FLEs focus on the family dynamics, communication, and decisions making aspects, and co-teach with an attorney or others with expertise in estate planning.

For example, Kewaunee County hosted a live webinar series on Farm Succession Planning including topics on Estate Planning and Long-Term Care Planning with topics relevant to all families, not just farmers.  This webinar series is recorded and archived.

Resources/Material:

• Estate Planning Library Resources (coming soon)

Time Commitment: varies

A seminar on funeral pre-planning was recently taught by Carol Bralich in Washington County at the public library. (More info coming soon)

FLEs talk to relatives and adult children about their options for their aging relatives (e.g. nursing homes) and what to take into consideration when planning care for older relatives. This has recently been offered by FLEs in Washington and Bayfield counties.

Resources/Materials:

• Five Wishes: a living will written in everyday language to start and structure important conversations about care in times of serious illness
• Living with Grief series from the Hospice Foundation of America: a collection of books for purchase.
• State of Wisconsin Board on Aging and Long-Term Care: advocates for the interests of the state’s long term care consumers, to inform those consumers of their rights, and to educate the public at large about health care systems and long term care.
• Wisconsin Department of Health Services resources on Long Term Care and Support
• AARP Prepare to Care series: includes information on how to have vital conversations with older family members, organize important documents, assess your loved one’s needs and locate important resources.

Time commitment: varies

This presentation will provide information on what you can do now to become organized in the event of a death as well as what needs to be done after a death occurs. Extension educators often partner with ADRC and/or long-term care specialists in this work.

Link resources: (More info coming soon)

Time commitment: Single 2-hour session