Whole Farm -- Transition and Estate Planning
| Getting Started | ||||
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| Information Files | ||||
| Understanding Farm Business Transfers -- C4-10 |  |  |
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| Planning your Future Together -- C4-11 | |
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| Critical Success Factors for Business Transfers -- C4-12 | |
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| The Farm Business Transfer Process -- C4-13 | |
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| Transferring Business Ownership -- C4-14 | |
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| Transferring Business Management -- C4-15 | |
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| Dividing Business Income -- C4-16 | |
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| Constructing a Succession Plan -- C4-17 | |
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| Wills and Probate | ||||
| Trusts | ||||
| Real Property Ownership | ||||
| Buy-Sell Agreements | ||||
| Option Agreements | ||||
| Power of Attorney | ||||
| General Partnership | ||||
| Limited Partnership and Family Limited Partnerships | ||||
| Corporations | ||||
| Limited Liability Company | ||||
| Business Arrangements | ||||
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| Information Files | ||||
| Examining Your Farm Business Choices -- C4-41 | |
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| Wage and Incentive Agreement -- C4-42 | |
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| Farm Business Operating Agreement -- C4-43 | |
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| Enterprise Operating Agreement -- C4-44 | |
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| Labor and Machinery Sharing Agreement -- C4-45 | |
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| Partnership -- C4-46 | |
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| Corporation -- C4-47 | |
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| Newsletter Articles | ||||
| S corporations and the “two-year” rule -- September 2012 | ||||
| Evaluating Your Estate Plan | ||||
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| Information Files | ||||
| Federal Gift Taxes -- C4-23 | |
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| Federal Estate Taxes -- C4-24 | |
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| Iowa Inheritance Tax -- C4-25 | |
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| Estate Planning Terms -- C4-50 | |
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| Forms of Property Ownership -- C4-51 | |
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| Business Entities -- C4-52 | |
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| The Estate Settlement Process -- C4-53 | |
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| Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 | |
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| Farm Transfer Strategies -- C4-55 | |
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| Retirement Planning for Farm Families -- C4-56 | |
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| Estate Planning Questionnaire -- C4-57 | |
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| Estate Planning Goals -- C4-58 | |
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| Evaluating Your Estate Plan: Trusts as an Estate Planning Tool -- C4-59 | |
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| Evaluating Your Estate Plan: Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 | |
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| Newsletter Articles | ||||
| Your input sought on Evaluating Your Estate Plan materials -- May 2012 | ||||
| Evaluating Your Estate Plan – workshops for farm families being held in June -- May 2012 | ||||
| Making it Work | ||||
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| Information Files | ||||
| Developing Good Family Business Relations -- C4-70 | |
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| Improving Business Communications -- C4-71 | |
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| Making Family Business Decisions -- C4-72 | |
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| Designing Business Teams -- C4-73 | |
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| Resolving Family and Business Conflicts -- C4-74 | |
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| Developing Capable Business Managers -- C4-75 | |
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| Keys to Successful Business Transfers -- C4-76 | |
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| Are You Transferring Management? -- C4-77 | |
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| Newsletter Articles | ||||
| Fairness in estate and business planning -- October 2012 | ||||
| Retirement planning for farm families -- March 2012 | ||||
| Transferring Machinery and Livestock | ||||
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| Information Files | ||||
| Transferring Business Ownership -- C4-80 | |
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| Income Tax Considerations of Business Transfers -- C4-81 | |
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| Transferring Breeding Livestock -- C4-83 | |
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| Transferring Crops and Market Livestock -- C4-84 | |
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| Transferring Ownership of Farm Machinery -- A3-32 | |
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| Legend | ||||
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| Download file in pdf format | |
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| Decision tool | |
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| Teaching activity | |
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| Voiced media |  |
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