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Mt. Pleasant News   Wash Journal
Neighbors Growing Together | Nov 18, 2017

Workshop for ‘Evaluating Your Estate Plan’ set

Feb 28, 2017

An “Evaluating Your Estate Plan” workshop for farm families is set for March 16 at the Jefferson County ISU Extension office.

Registration for the workshop starts at 9 a.m., and 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 Charles Brown, Iowa State University Extension and Outreach farm and business management specialists. Leibold joined ISU Extension in 1987 and has vast experience in working with agricultural clients in farm and business planning. Brown has over 30 years working with clients in agriculture finance and income tax planning.

The one-day workshop will cover the language of estate planning, gift, estate and inheritance taxes, 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.

Advance registration is required as space is limited. The Evaluating Your Estate Plan workshop costs $10 per person and includes workshop materials and lunch.

To register, call the Jefferson County Extension office at 472-4166. For more information, visit the Ag Decision Maker website, http://www.extension.iastate.edu/agdm/info/meetings.html.


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