Estate PlanningMajor Program

159

Total Hours

Contributed.

778

Contacts

with Local Stakeholders.

0

Hours

of Multistate Efforts.

10

Total Number

of Volunteers Engaged.

Program Indicators

Number of individuals who implemented at least one strategy in regard to estate planning

 206

Number of individuals who reported increased levels of understanding in the area: learned how to manage/address current estate planning issues facing the family, farming operation, or business

 341

Number of individuals who reported increased levels of understanding in the area: identifying estate planning strategies for the family, farming operation, or business

 307

Number of individuals who reported increased levels of understanding in the area: confidence in handling estate planning or specific financial matters

 307

Number of individuals who created at least one specific estate planning goal for the family, farming operation, or business

 265

Number of individuals who took action toward implementing at least one estate planning strategy in regard to the subject matter presented

 177

Reports

Stories Behind the Numbers

  • Estate Planning

    about 5 years ago by Matti Coffey

    According to a study by BMO WealthManagement, 52 percent of Americans do not have a will and 40 percent of parents have not had a conversation about estate planning needs with their family. Only 28 pe... Read More

  • Estate Planning

    about 4 years ago by Amanda Hardy

    Regardless of net worth, estate planning is important to protect, and help ensure, your personal and financial goals are realized after death.Unfortunately many people fail to properly plan for transf... Read More

  • Achieving Estate Planning Goals

    about 4 years ago by Linda Brown-Price

    In Kenton County with a population of 166,051 with 14.1% over 65 years of age, many are beginning the planning process needed to distribute their assets. Managing financial risks is an important part ... Read More

  • Estate Planning

    about 4 years ago by Jane Proctor

    During a persons lifetime, resources and assets are accumulated. Many people fail to make plans to transfer their property and possessions at the time of their death, therefore leaving others to settl... Read More

More Stories