Those sections highlighted below have been amended for use in Wisconsin by UW-Extension. The page number of the original document found in the "What Every Adult Child Should Know: Protecting Your Retirement & Other Financial Information for Family Caregivers" workshop (2005) is in parenthesis.
Teaching Materials (Adapted to Wisconsin) |
| Chapter 1: Understanding Your Starting Point |
Virginia Titles |
Wisconsin Titles |
| |
|
| List of Credit Cards and Loans Worksheet (pg 17) |
 List of Credit Cards and Loans Worksheet (pg 17) (1 page, 46 KB) |
Bank, Brokerage, and Retirement Accounts
Worksheet (pg 19)
|
Bank Account Worksheet (pg 19a) (1 page, 48 KB)
Brokerage Account Worksheet (pg 19b) (1 page, 48 KB)
Retirement Account Worksheet (pg 19c) (1 page, 46 KB)
|
| Balance Sheet Worksheet (pg 21-22) |
 Net Worth Worksheet (pg 21-22) (2 pages, 32 KB) |
| Spending Plan Worksheet (pg 24-27) |
Spending Plan Worksheet (pg 24-25) (2 pages, 24 KB) |
| Insurance Policies Worksheet (pg 28-29) |
Insurance Policies Worksheet (pg 28-29) (2 pages, 60 KB) |
| Care Receiver's Location of Documents Worksheet (pg 32) |
Care Receiver's Location of Documents Worksheet (pg 32) (1 page, 35 KB) |
| Location of Other Documents (pg 33-34) |
Care Giver's Location of Documents Worksheet (pg 32) (1 page, 36 KB) |
| Care Receiver's List of Medications and Other Medical Needs Worksheet (pg 35) |
Care Receiver's List of Medications and Other Medical Needs Worksheet (pg 35) (2 pages, 73 KB) |
| Care Receiver's Professional Directory Worksheet (pg 36) |
Professional Directory Worksheet (pg 36) (1 page, 43 KB) |
| Care Receiver's Personal Directory Worksheet (pg 37) |
Care Receiver's Personal Directory Worksheet (pg 37-37a) (2 pages, 44 KB) |
| Contact Worksheet (pg. 38-39) |
Contact Log Worksheet (pg 38-39) (2 pages, 42 KB) |
| Chapter 2: Why It's Essential to Plan Ahead |
| Personal Property Inventory Worksheet (pg 51-52) |
Personal Property Inventory Worksheet (pg 51) (1 page, 40 KB) |
Living Wills (pg 45)
Do Not Resuscitate Statement (pg 49)
Durable Power of Attorney for Health Care (pg 45-46)
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State Statutes for Wisconsin References, January 1, 2009 (2 pages, 75 KB)
Advanced Directive
- Declaration to Physicians/Living Will (pg 45)
- Do Not Resuscitate (pg 49)
- Power of Attorney for Health Care (pg 45-46)
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| Durable Power of Attorney for Financial Matters (pg 47-48) |
Wisconsin Power of Attorney for Finances and Property (1 page, 73 KB)
- Uniform Durable Power of Attorney (pg 47-48)
- Wisconsin Basic Power of Attorney for Finances and Property (pg 47-48)
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Wills (pg 42-43)
Trusts (pg 49)
Personal Property Inventory Worksheet (pg 50-52) |
Wills (including Tangible Personal Property) (2 pages, 74 KB)
- Effect of Reference to Another Document (pg 50)
- Disposition of Tangible Personal Property (pg 50)
- Wisconsin Basic Will (pg 42)
- Wisconsin Basic Will with Trust (pg 49)
 Distribution of Tangible Personal Property (pg 50a-50e) (6 pages, 32 KB)
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| |
Family Estate Planning in Wisconsin, UW-Extension Publication B1442, View PDF version, download or purchase. |
| Chapter 3: Cargivers: Don't Forget to Plan for Your Retirement |
| Caregiver's Employer-Sponsored/Pension Plans (pg 63) |
Caregiver's Employer-Sponsored/Pension Plans (pg 63) (1 page, 43 KB) |
| Chapter 4: Alternative Caregiving Arrangements |
| Long-Term Care Decision Checklist (pg 80-83) |
Long-Term Care Decision Checklist for Facility Visits (pg 80-83b) (6 pages, 114 KB) |
| Chapter 6: Effective Communication is Essential Community Contact Information |
| "I" Messages (pg 101) |
"I" Messages - Discussion/Activity Guide (pg101) (1 page, 53 KB) |
| Appendix: |
| General Information (pg 109-120) |
Directory of Community Services (pg 109-119) (10 pages, 212 KB) |
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