Evaluating Your Estate Plan for Farm Families Will Be Held June 20

Talking about estate planning is hard. Making an estate plan can be even harder. Where do I start? What information do I need? Is the plan I have up-to-date?
 
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 has been highly successful throughout Iowa. According to evaluations, within one year, 69% of participants had held a family meeting and 64% of participants had met with their attorney to review their estate plan.
 
Fremont County Extension is sponsoring Evaluating Your Estate Plan for Farm Families on June 20 from 9:30 a.m. to 4 p.m. at The Gathering Place in Sidney. 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, refreshments and lunch. Space is limited and pre-registration is required by June 17. To register, call Fremont County Extension at (712) 374-2351.

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