Livingston County CES Program Indicators and Success StoriesJul 1, 2017 - Jun 30, 2018





2052 - Estate Planning
2052.1) 20

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) 20

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) 20

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

2052.4) 20

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

2052.5) 20

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

2052.6) 20

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



Success Stories

Ensure Personal and Financial Goals Are Secure

Author: Morgan Rousseau

Major Program: Estate Planning

Estate Planning – Livingston CountyRegardless 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 transfer of their possessions and property at the time of death.  A properly executed estate plan can reduce family stress, reduce federal and state tax obligations, and allow the estate to be settled in an expedient fashion saving both time and money. Many i

Full Story