Evaluating Your Estate Plan

This full-day program helps participants visualize what they want for their estate and retirement plan and the processes needed to achieve it. The program is designed to take the mystery out of estate planning and present farm business and family estate plan options. This hands-on class uses case studies, interactive worksheets and discussion groups to introduce estate planning concepts, terminology, legal issues and outline strategies to develop, implement or update your estate plan. Participants will gain an understanding of estate planning terminology, estimating the size of their estate, various documents included in estate planning, information on selecting people to be on the estate planning team and what information is needed to develop an estate plan.