​Estate & Personal Financial Planning


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​Estate Planning


Estate planning can seem overwhelming when families and businesses are trying to inventory assets and prepare for tax implications. This page houses some guidelines and resources for dealing with and preparing for estate planning.


PDFGetting Ready For Estate Planning Workbook

Purdue Extension

Keywords: estate planning, family, discussion, assets

This workbook helps to guide families and businesses through the task of estate planning. It has questions and forms to help you think of things that may have otherwise been missed. The six steps included are: 1) initiate the decision; 2) take stock of the present; 3) develop objectives; 4) choose professional advisors, a guardian, and a personal representative; 5) consider alternatives; and 6) review and modify.

PDFUnderstanding Your Estate in Indiana

Gerald A. Harrison

Keywords: estate planning, Indiana estates, tax law

This publication aims to add information for estate and family business transfer planning programs. The necessary information includes personal financial facts, knowledge about property and tax law and implications of planning alternatives.

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