What is Estate Planning?

Estate planning involves accumulating assets, protecting assets and distributing assets to your heirs during life and/or death. Some people do a good job of accumulating and protecting assets, but not many do a good job of distributing those assets to their heirs, especially after death.

Publications

Name Job Title / Department Contact
Joan Koonce

Joan Koonce

Professor & Extension Financial Planning Specialist

Extension and Outreach, Financial Planning, Housing and Consumer Economics

College of Family and Consumer Sciences

230 Hoke Smith Annex
300 Carlton St.
Athens, GA 30602
706-542-4865

Lance Palmer

Lance Palmer

Professor

Financial Planning, Housing and Consumer Economics

College of Family and Consumer Sciences

108 Financial Planning Research Center (House B)
407 Sanford Dr.
Athens, GA 30602
706-542-4916

Joseph Goetz

Joseph Goetz

Associate Professor

Financial Planning, Housing and Consumer Economics

College of Family and Consumer Sciences

204 Financial Planning Research Center (House B)
407 Sanford Dr.
Athens, GA 30602
706-542-2066