Evaluating Your Estate Plan for Farm Families--January 28th

Evaluating Your Estate Plan, A Workshop for Farm Families, Held January 28

Talking about estate planning is hard. Making an estate plan can be even harder. Where do I start? What information do I need? Even if you have an estate plan, has been it updated since 2009?

Evaluating Your Estate Plan is an all-day workshop that gives participants tools and the chance to use those tools to help them prepare or revise an estate plan. It was highly successful in 2012 with 19 locations held throughout Iowa. For example, 49 percent of participants said they would use the Estate Planning Questionnaire with their heirs, and 50 percent said they would use it with their attorneys.

The Iowa Quality Producers Alliance and Cass County Extension are sponsoring Evaluating Your Estate Plan for farm families in southwest Iowa on January 28 from 9:30 a.m. to 4 p.m. at the Armstrong Research Farm near Lewis. Topics include the language of estate planning, needed information, setting goals, and gift, estate, and inheritance taxes.

Presenters are Melissa O'Rourke and Kelvin Leibold, Iowa State University Extension and Outreach Farm and Agribusiness Management Specialists. O'Rourke is an attorney who has experience in agricultural law and estate and succession planning.  Leibold has been helping farmers with management and business decisions for decades.  O'Rourke said, "I feel Evaluating Your Estate Plan is a powerful program because participants tell me again and again that they learn specific steps to revise their family business estate plan."

The cost is $50 per person, which includes resource materials and lunch. Advance registration by January 25 is required. To register, call Cass County Extension at 712-243-1132 or e-mail Kate Olson at keolson@iastate.edu.

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