Farm Estate Planning
NCFTN Farm Transfer Toolbox
The Farm Transfer Toolbox refers to a series of documents that NCFTN uses to assist retiring farmers in begining the estate/retirement planning process.
- Planning the Future of Your Farm: A Workbook on Farm Transfer Decisions. This workbook contains worksheets on values exploration, goal setting and establishing business and personal objectives, farm resource and business status assessment, and worksheets to begin your estate planning. Download pdf.
- Estate Planning Questionnaire. This word document is designed to help you collect information on your estate, as well as how you will distribute your estate. This form is similar to one you might receive upon your first visit with an attorney or other estate planner. Download MS Word Document.
Related Articles
Estate Planning This comprehensive document published by Iowa State University can familiarize farm owners and operators with issues, problems, and available tools related to estate planning.
The articles below in the Ready, Set, Retire Series (Iowa State University, 2002) discuss alternatives for selling or transferring farm property when the owner is ready to retire.
Farming Special Considerations
Farming with an Operating Heir
Farming without an Operating Heir
Farming Social Security Issues
