UW Financial Literacy

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Protecting

Protecting would be considered reducing your risks, on many levels.

Websites

Protect Your Money and Identity (Utah State University Extension)
Annual Credit Report - Check your credit score (free from a government agency)

Retirement Resources

AARP - Money and Work section provides news, tips, and discussions about financial planning, consumer decisions, spending decisions, and working options.
Administration on Community Living - Informs for the public and professionals with information for people with disabilities and older adults on care giving, nutrition, housing, volunteering, legislation, rights and resources and more.
Women's Institute for a Secure Retirement - Retirement planning education for women.
Financial Education by Federal Reserve System - The Federal Reserve System's resource center on personal financial education includes information on consumer banking, consumer protection, home mortgages, loans, credit, and much more. Additional resources are available from the Consumer and Economic Development Research and Information Center (CEDRIC), managed by the Federal Reserve Bank of Chicago. The financial education section has information on credit management, economic literacy, retirement planning, and investing plus a comprehensive list of national financial education programs.

Wyoming-specific Resources

Passing It On – An Estate Planning Resource Guide for Wyoming’s Farmers and Ranchers. This free resource provides information of use to all people considering the future of their estate, not just those in agriculture. Drawing on insights from mediators and other experts, it tells you how to initiate a family conversation on the legacy you and others will leave. Included also are worksheets and resources to use in getting the process started, gathering the information needed, and understanding the common tools used to implement an estate plan.

Estate Planning: Planning Ahead, Difficult Decisions

People talk about making an "estate plan," – but what does an estate plan cover and how do you to make one? We’ve collected a wealth of insight on the most important estate planning issues and put them into a series of bulletins. The Planning Ahead, Difficult Decisions series had direct information relevant to Wyoming. And check out Passing It On. This collection takes our insights from offering mediations and facilitations as well as estate planning and combined them to help people (especially people with rural assets like farms and ranches) move their estate plans forward.

Abuse of Power of Attorney: Preventing and Addressing Elder Family Financial Exploitation
Publication #: B-1368
To request a free hard copy, contact Cole Ehmke at (307) 766-3782 or cehmke@uwyo.edu

Introduction to Estate Planning
Addresses nine important questions about the Wyoming estate planning process and why you should consider them now.
Publication #: B-1250.1

Estate Planning Checklist - Information to Assemble Before Consulting Your Attorney
Includes a point-by-point list of information to gather before visiting with your attorney about your estate plan.
Publication #: B-1250.2

After a Death - What Steps are Needed?
Covers the important things that must be done to meet Wyoming's legal requirements to finalize an estate after a person passes away.
Publication #: B-1250.3

Wyoming Wills - Some Suggestions for getting the Most from Estate Planning
Provides a broad overview of how wills operate and offers ideas for taking full advantage of them under Wyoming law.
Publication #: B-1250.4

Death Certificates
Explains the need for a death certificate upon a person's passing and the multiple reasons and situations for which it might be required.
Publication #: B-1250.5

A Walk-through Probate
Provides a basic understanding of, and steps in, the probate process.
Publication #: B-1250.6

Disinheritance
Answers the question: How do you purposely remove or leave someone out of inheriting from your estate?
Publication #: B-1250.7

The Personal Property Memorandum
Explains the Wyoming law that allows the use of a document separate from the will to pass on items of personal value and meaning, such as jewelry, precious metals, artwork, firearms, and antiques.
Publication #: B-1250.8

Guardianships and Conservatorships
Covers one of the most important issues in estate planning, the determination of how your children and other charges should be taken care of if you pass away and who should have that responsibility.
Publication #: B-1250.9

Advance Health Care Directives
Provides direction concerning your health-care preferences and when certain health-care procedures should or should not be used.
Publication #: B-1250.10

Durable Power of Attorney
Helps answer two important questions: 1) If you are unconscious or too ill to make legal decisions, who will take care of your affairs? 2) What authority will they have?
Publication #: B-1250.11