{"id":3268,"date":"2011-01-30T15:41:56","date_gmt":"2011-01-30T23:41:56","guid":{"rendered":"https:\/\/maysfinancial.local\/?p=3268"},"modified":"2017-02-26T02:01:57","modified_gmt":"2017-02-26T02:01:57","slug":"ready-estate-planning","status":"publish","type":"post","link":"https:\/\/maysfinancial.local\/estate-planning\/ready-estate-planning\/","title":{"rendered":"Have an Estate Plan Yet?  Do it in Six Simple Steps"},"content":{"rendered":"<p><strong>Estate planning is arguably the most underestimated area of financial planning despite its importance.<\/strong> <strong> It can also seem overwhelming, but it doesn&#8217;t have to be. <\/strong>Start an estate plan for yourself or a family member in six steps.<strong><br \/>\n<\/strong><\/p>\n<p>The objective of this web course from <a href=\"http:\/\/www.purdue.edu\/\">Purdue University<\/a> is to <strong>help organize your information and ideas before meeting with an advisor about estate planning in six simple steps.<\/strong> Accompanying each step below are <strong>links to additional resources to help in the process.<\/strong> Access the course <a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/readyestate\/Pages\/default.aspx\">here<\/a> or via the links below.<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/readyestate\/Pages\/default.aspx\">Introduction<\/a><\/strong><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/readyestate\/Pages\/step1.aspx\"><strong>Step 1: Initiate the discussion<\/strong><\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Who Gets Grandma&#8217;s Yellow Pie Plate<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Talking with Aging Parents About Finances<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Who Will Get Grandpa&#8217;s Farm? Communicating about Farm Transfer<\/a><\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/readyestate\/Pages\/step2.aspx\"><strong>Step 2: Take stock of the present<\/strong><\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Estate Planning: Property Ownership <\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Planning Your Estate<\/a><\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/readyestate\/Pages\/step3.aspx\"><strong>Step 3: Develop objectives<\/strong><\/a><\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/readyestate\/Pages\/step4.aspx\"><strong>Step 4: Choose advisors<\/strong><\/a><\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">American Bar Association<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">American College of Trust and Estate Counsel<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Certified Financial Planner: Board of Standards<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">The Financial Planning Association<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Ric Edelman, Your Financial Planner<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Metropolitan Life Publication<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Estate Planning for Families with Minor Children<\/a><\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/readyestate\/Pages\/step5.aspx\"><strong>Step 5: Consider alternatives<\/strong><\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Who Gets Grandma&#8217;s Yellow Pie Plate<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Estate Planning: Property Ownership<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Who Will Get Grandpa\u2019s Farm? Communicating about Farm Transfer<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Estate Planning: Wills<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Smart Money<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">National Financial Planning Support Center<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Life Insurance: An Estate Planning Tool<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Financial Planning Toolkit <\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Power of Attorney<\/a><\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/readyestate\/Pages\/step6.aspx\"><strong>Step 6: Review and modify<\/strong><\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Estate and Retirement Planning<\/a><\/li>\n<li><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">American Academy of Estate Planning Attorneys<\/a><\/li>\n<\/ul>\n<ul>\n<li><strong><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/readyestate\/_layouts\/download.aspx?SourceURL=\/programs\/areyouprepared\/readyestate\/Documents\/Workbook.doc\">Course Worksheets<\/a><\/strong><\/li>\n<li><strong><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/resources.aspx\">Additional Resources<\/a><\/strong><\/li>\n<li><strong><a href=\"https:\/\/ag.purdue.edu\/programs\/areyouprepared\/Pages\/contact.aspx\">Contacts &amp; Credits<\/a><\/strong><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Estate planning is arguably the most underestimated area of financial planning despite its importance. It can also seem overwhelming, but it doesn&#8217;t have to be. Start an estate plan for yourself or a family member in six steps. The objective of this web course from Purdue University is to help organize your information and ideas [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3995,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[5,15],"tags":[63,80,90,109,126,134,139,167,178],"_links":{"self":[{"href":"https:\/\/maysfinancial.local\/wp-json\/wp\/v2\/posts\/3268"}],"collection":[{"href":"https:\/\/maysfinancial.local\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maysfinancial.local\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maysfinancial.local\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maysfinancial.local\/wp-json\/wp\/v2\/comments?post=3268"}],"version-history":[{"count":0,"href":"https:\/\/maysfinancial.local\/wp-json\/wp\/v2\/posts\/3268\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/maysfinancial.local\/wp-json\/"}],"wp:attachment":[{"href":"https:\/\/maysfinancial.local\/wp-json\/wp\/v2\/media?parent=3268"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maysfinancial.local\/wp-json\/wp\/v2\/categories?post=3268"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maysfinancial.local\/wp-json\/wp\/v2\/tags?post=3268"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}