2052 - Estate Planning | ||
---|---|---|
2052.1) | 27 |
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) | 27 |
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) | 25 |
Number of individuals who reported increased levels of understanding in the area: confidence in handling estate planning or specific financial matters |
2052.4) | 27 |
Number of individuals who created at least one specific estate planning goal for the family, farming operation, or business |
2052.5) | 27 |
Number of individuals who took action toward implementing at least one estate planning strategy in regard to the subject matter presented |
2052.6) | 27 |
Number of individuals who implemented at least one strategy in regard to estate planning |
Author: Jennifer Bridge
Major Program: Estate Planning
After receiving several requests for an estate planning series the FCS and ANR agent worked together to organize a variety of sessions using extension materials and knowledgable professionals. The series consisted of a combination of programs which were agent led and field professionals which included a financial planner, lawyer, funeral director and a specialized lawyer who focused in ag related succession planning. An average of 26 individuals learned about record keeping, ky law related