Kenton County CES Program Indicators and Success StoriesJul 1, 2018 - Jun 30, 2019





2052 - Estate Planning
2052.6) 2

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

2052.1) 33

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

2052.2) 0

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

2052.3) 2

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

2052.4) 6

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

2052.5) 14

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



Success Stories

Achieving Estate Planning Goals

Author: Linda Brown-Price

Major Program: Estate Planning

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 of financial stability. Regardless of how many assets are owned, estate planning is needed to protect, and help ensure, personal and financial goals are realized after death. Many individuals fail to plan for the transfer of their possessions and property. Leaving others to settle the estate, pay ta

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