The Art of Goodbye: Putting Your Legal and Financial Affairs in Order

Thinking, discussing, and acting ahead of time will help reduce the social discomfort associated with death and dying.

Making final legal and financial decisions can often be an uncomfortable and complex process. This 4-page document from The Art of Goodbye series is designed to help you consider your specific circumstances and gather the information you will need when talking with professionals who will work to carry out your wishes. Written by Brenda C. Williams, and published by the UF/IFAS Department of Family, Youth and Community Sciences, January 2018.

Women and Money: Unique Issues – Selecting Your Financial Professional Team

Figure 1.  Before you retain the services of a financial professional, you should understand the differences between financial planners, accountants, attorneys, and investment specialists. Always make sure you choose a financial professional you trust.On your road to building wealth, you may choose to engage financial professionals for guidance. Seeking out professional advice will include fees and expenses, so use care when selecting the appropriate services. There is a variety of financial professionals to choose from, including financial planners, investment specialists, accountants, attorneys, insurance agents, and bankers. Understanding the roles, expertise, and credentials of these individuals can help you select the most appropriate individual or team for your specific financial needs.
This 4-page fact sheet was written by Brenda C. Williams, Diann Douglas, Martie Gillen, and Lynda Spence, and published by the UF Department of Family Youth and Community Sciences, July 2013.

Family Records (FCS7103/HE988)

Tabs on foldersThis publication should be kept in a safe place known to adult members of your family and/or trusted friend(s). An additional copy should be kept in a safe deposit box. Revise it annually or after any life-changing circumstance to keep vital information current. This can make looking for vital records much faster and easier. It can also be used as a starting place for estate planning. These checklists provide suggestions on where to keep your important papers and what information to keep. This 14-page fact sheet was written by Brenda C. Williams, Brittany Seamon, and Martie Gillen, and published by the UF Department of Family Youth and Community Sciences, April 2013.

Building a Spending Plan series

Follow the six steps in this series to learn how to calculate your expenses and determine your financial goals. With this information, you can compare your expenses against your income to find out how to best budget your money. Fill out these worksheets to build your own spending plan. These fact sheets were written by Nayda I. Torres, Josephine Turner, and Brenda C. Williams, and published by the UF Department of Family, Youth, and Community Sciences, July 2012.