Estate and Transitions Topics

If you would like to purchase the Estate and Succession Planning for the Farm book, you can visit the Iowa State Extension Store here.

Full Estate and Succession Planning Workbook

Estate and Succession Planning Workbook broken up by chapter:

Chapter 1: Introduction to Estate and Succession Planning

Chapter 2: Property Ownership

Chapter 3: Distribution of Property at Death

Chapter 4: Explaining the Probate Process

Chapter 5: Understanding Wills

Chapter 6: Introduction to Trusts

Chapter 7: Other Key Estate Planning Documents

Chapter 8: Estate and Gift Tax Rules

Chapter 9: Income Tax Considerations

Chapter 10: Income Tax Planning for the Transition

Chapter 11: Introduction to Business Entities

Chapter 12: Transfer Strategies

Glossary of Terms