PUBLICATION SP822C
Farmland Legacy Series: Chapter 3 Taking Stock of Your Estate
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Summary
Guidance for farm families on organizing the financial and personal information needed for succession and estate planning, including inventories of assets and debts, net worth statements, and systems for storing important records. Also highlights how accurate record keeping supports better management decisions, clearer planning, and smoother work with legal and financial advisors.
Publications in Series: Farmland Legacy Series Planning Today for Tomorrow's Farms
Farmland Legacy Series: Chapter 1 Why Succession Planning?
Farmland Legacy Series: Chapter 2 The Family Discussion
Farmland Legacy Series: Chapter 4 Business and Organizational Structure
Chapter 5: Estate Planning Tools
Farmland Legacy Series: Chapter 6 Finding and Working with Professionals
Farmland Legacy Series: Chapter 7 Retirement Planning: Realities and Resources
Farmland Legacy Series: Chapter 8 Glossary
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Series