PUBLICATION SP822C

Farmland Legacy Series: Chapter 3 Taking Stock of Your Estate

Publish Date: March 25 2021 |  Language: English

DOI: doi.org/10.7290/UTIAPub/SP822C

View PDF

If you have questions about this resource, contact your county Extension office.

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.