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





2052 - Estate Planning
2052.6) 17

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

2052.1) 17

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) 17

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) 17

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

2052.4) 17

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

2052.5) 17

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



Success Stories

Estate Planning

Author: Matti Coffey

Major Program: Estate Planning

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 percent knew their parent's "legacy wishes." While these statistics are staggering, it makes you self reflect about your own situation. A request was made by a community member to learn more about estate planning and how to prepare better for any situation that could arise.Because of thi

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