Tagged With "estate taxes"
Event
2021 Tax Updates
Comment
Re: Estate Planning
Automated message: Thanks for sharing this event! If you can, please remember to update this listing after your event with a link to the recording. You can do that by coming back to your event here in Connect Extension, clicking "Manage Event" and then "Edit Event." From there, I suggest adding the words "Recording Available Here" to the top of your event and linking out to the recording. Example: Recording Available Here Thanks for helping us make this an awesome archive of resources for...
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Re: Estate Planning
@Jennifer Anna Gannon Hey! Adding your event to our newsletter and realized the event registration link isn't working!
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Re: Estate Planning
@MelaniePugsley Hi there! This link should work- https://extension.umd.edu/prog...agriculture/webinars
Event
Estate Planning
Blog Post
Give Your Clients a Financial Checkup
A financial check-up is as important as an annual physical with a doctor. Like a medical exam, a review of someone’s personal finances can identify steps to improve “financial fitness” and screen for potential problems.
Blog Post
A One Hour End-of-Year Financial Checkup
Like a medical exam, a review of clients’ finances can identify strategies to improve their “financial fitness” and screen for potential problems, such as a high debt-to-income ratio. This article features 10 diagnostic tools to assess the strengths and weaknesses of a client’s financial situation that can be reviewed in a one-hour appointment.
Blog Post
Downsizing Holiday Debt
Families often have leftover holiday debt hanging over their heads like a big dark cloud. What can you do to help these clients? Below are 5 time-tested debt repayment steps to consider using.
Blog Post
2022 Tax Updates
As the 2022 tax season approaches, there are several important updates of which service providers should be aware. A few important changes are outlined here. Advance Child Tax Credit Payments. Families who received advance child tax credit payments will need to compare the monthly payments they received with the amount they are eligible to claim on their 2021 tax return to determine if they may be able to claim additional credit or if they will need to repay some credit. Eligible families...
Blog Post
Job Opening: Assistant Professor of Extension of Financial Planning and Consumer Wellbeing
The University of Georgia (UGA) is seeking applicants for the tenure-track Assistant Professor of Extension for Financial Planning and Consumer Wellbeing (nine month, academic appointment) . The Department of Financial Planning, Housing, and Consumer is one of the four academic units in the College of Family and Consumer Sciences. It offers B.S., M.S., and Ph.D. degrees with an enrollment of approximately 320 undergraduate and 90 graduate students. Undergraduate programs include Financial...
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Re: Planning AHEAD—Advance Directives, Handling Financial Chances, Estate Planning, and Arriving at Decisions for the End of Life
Automated message: Thanks for sharing this event! If you can, please remember to update this listing after your event with a link to the recording. You can do that by coming back to your event here in Connect Extension, clicking "Manage Event" and then "Edit Event." From there, I suggest adding the words "Recording Available Here" to the top of your event and linking out to the recording. Example: Recording Available Here Thanks for helping us make this an awesome archive of resources for...
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Re: Who Gets Grandma’s Yellow Pie Plate?™ Best Practices and Updates
Automated message: Thanks for sharing this event! If you can, please remember to update this listing after your event with a link to the recording. You can do that by coming back to your event here in Connect Extension, clicking "Manage Event" and then "Edit Event." From there, I suggest adding the words "Recording Available Here" to the top of your event and linking out to the recording. Example: Recording Available Here Thanks for helping us make this an awesome archive of resources for...
Blog Post
Tips to Build a Diversified Investment Portfolio
A key theme in investing that never goes out of style is building a diversified portfolio to reduce investment risk. Below are eight key investing concepts for Extension educators to suggest to their clients: Quantify Your Goals - Encourage clients to write down their goals with the projected cost and a time deadline. Doing this will help them select appropriate investments and provide the motivation required today to set money aside for the future. Discuss Risk - Explain that investment...
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Re: The Importance of Estate Planning for Military Families
Automated message: Thanks for sharing this event! If you can, please remember to update this listing after your event with a link to the recording. You can do that by coming back to your event here in Connect Extension, clicking "Manage Event" and then "Edit Event." From there, I suggest adding the words "Recording Available Here" to the top of your event and linking out to the recording. Example: Recording Available Here Thanks for helping us make this an awesome archive of resources for...
Blog Post
Understanding if Special Needs Trusts & ABLE Accounts are Right for Your Family
Join OneOp Military Caregiving and Personal Finance concentration areas as they host a professional development webinar on August 24, 2022 at 11:00 AM ET on ‘ Special Needs Trusts and ABLE Accounts .’ If you or someone you know is caring for an individual with special healthcare needs and thinking about long-term planning, it may be helpful to RSVP for this upcoming event to learn which disability program is right for your family. Special needs trusts are used to purchase goods and services...
Blog Post
Financial Health: What It Is and How to Achieve It
Extension educators are in a position to help consumers build financial health. This post describes what financial health is, how to assess it, and twelve steps to achieve it. What Is Financial Health? Financial health is the current state of someone’s finances. It includes both daily financial functioning (e.g., paying bills) and long-term resilience and opportunity. Like physical health, financial health can change over time and needs to be assessed regularly. According to the Financial...
Blog Post
Extension Professionals Working with Families of Individuals with Disabilities: Special Needs Trusts & ABLE Accounts Webinar
Calling all Extension professionals – Learn how you can better support families within your state and local communities who may be caring for an individual with disabilities. OneOp is providing a professional development webinar for family support providers at 11:00 a.m. ET on August 24, 2022 to discuss ‘ Special Needs Trusts and ABLE Accounts ’ and the different options available for individuals with disabilities. RSVP here to learn more. Webinar presenter, Alison Packard, with Packard Law...
Blog Post
Resources from Program Center Stage Feature- Utah's Remote Online Initiative Program
In the August Program Center Stage session titled "Empowering Rural Communities Through Remote Work: An Introduction to Utah's Remote Online Initiative Program," the Utah State Extension team taught us about their program that's making a significant impact in Utah's rural community. The Remote Online Initiative Program is a new Utah State Extension program that helps rural communities prepare for the future by providing specialized #RemoteWork training and career coaching. Dr. Paul Hill and...
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Re: 2022 Personal Finance Year in Review
Automated message: Thanks for sharing this event! If you can, please remember to update this listing after your event with a link to the recording. You can do that by coming back to your event here in Connect , clicking "Manage Event" and then "Edit Event." From there, I suggest adding the words "Recording Available Here" to the top of your event and linking out to the recording. Example: Recording Available Here FAQs for Learn Calendar Users: Will a recording be available? That is entirely...
Member
Becky Reeves
Event
Estate Planning
Event
Agricultural Taxes
Member
Nikki Johnson
Blog Post
5 Reasons Estate Planning is Vital for Caregivers
While most Americans plan for retirement, many neglect another crucial aspect of financial planning – end of life or estate planning. Although about 6 in 10 Americans have a retirement account (Census Bureau, 2020), only 1 in 3 have an estate plan according to Caring.com’s 2023 Wills and Estate Planning Study. Estate planning is one of the most important, yet often overlooked aspects of caregiving. When someone becomes a caregiver for a loved one, their focus is primarily on providing...
Blog Post
FALCON 2023 Annual Conference registration is now Open. Please Register Now!
Register Now! Dear 1994 Land-grant Colleagues and FALCON members, The First Americans Land-Grant Consortium (FALCON) is pleased to announce that registration is now open for its 19 th Annual Conference, scheduled for October 13-15, 2023, at the Hilton Denver City Center, Denver, Colorado. Please register for the conference now. As always, the conference will include sessions in 1994 land-grant teaching, extension programs and research that benefit Native American students, communities,...
Blog Post
Smart Uses for 2022 Tax Year Refunds
Below are five smart uses for tax refunds for Extension professionals: Debt Repayment- There is probably no better “investment” than repaying consumer debt (e.g., outstanding credit card bills). Paying off an 18% credit card is equivalent to earning a 20.5% return for taxpayers in the 12% tax bracket
Blog Post
Trending Topics in Financial Education
Stay current with trending financial topics in order to effectively serve clients. Here is a brief description of five trending financial topics related to current events, economics, legislation, and consumer behavior. Implications for military families are described.