INDEPENDENCE – Talking about estate planning is difficult and implementing an estate plan can be even harder. Questions often include: Who needs to be involved? What information do I need to gather? When is it the right time to start? Where do I start? How do I decide what to do? The Evaluating Your Estate Plan program can help in the planning process.
The Evaluating Your Estate Plan workshop will be held Wednesday, Jan. 29, at Heartland Acres Events Center, 2600 Swan Lake Boulevard, Independence, with registration starting at 9 a.m. The program runs from 9:30 a.m. to 4 p.m. The program will answer estate planning questions and helps prepare participants to work with their estate planning team.
The presenters for the program include Kelvin Leibold and Melissa O’Rourke, Iowa State University Extension and Outreach farm and business management specialists. O’Rourke is an attorney experienced in agricultural law and estate planning. Leibold joined ISU Extension in 1987 and has vast experience in working with agricultural clients in farm and business planning.
The one-day workshop will cover the language of estate planning, gift, estate and inheritance taxes, calculating retirement costs, and many other areas vital to creating a good estate plan. The workshops help those who are confused about building a plan for transferring farm assets or unsure what options are best for their farm operation and family.
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