Estate Planning
General Resources
Farm Bureau Financial Services
Farm Bureau Financial Services can help farmers and ranchers align their estate strategy with their larger financial plan. Visit their Learning Center or blog to utilize estate planning educational resources.
Iowa State University Extension
Visit the information files of ISU's Extension and Outreach website to read nearly 60 articles that outline the process of succession and estate planning.
Annie's Project
Annie's Project offers a variety of extension classes across the country that educate farm women on risk management. The program also hosts a great deal of resources relating to transition and estate planning.
- Browse resources by Annie's Project and sponsors relating to wills, trusts, setting the farm up to transfer to the next generation
Cooper Norman
As the largest public accounting firm based in Idaho, Cooper Norman advisors are located in four offices across the state and offer valuable industry and marketplace insight. They also provide advice and guidance related to succession and estate planning on farm and ranch operations.
Contact Cooper Norman offices in Rexburg, Idaho Falls, Pocatello, and Twin Falls
Getting Started
Farm Transfer Strategies - This article provides an overview of strategies and options for completing estate plans and transition.
Estate Planning Goals - This article reviews goals and steps for estate planning.
Good farm policy: Avoid these top 10 estate planning mistakes - This article outlines to most common mistakes farmers and ranchers make with estate planning.
Preparing to Transfer the Farm - Overview and important consideration when starting the transfer process (Minnesota Extension)
Financial Planning
Retirement Planning for Farm Families - This document addresses two primary challenges - visualization of a retirement lifestyle and confidence in funding that lifestyle.
Trusts as an Estate Planning Tool - The trust is a very useful and flexible tool for estate planning. Yet it is probably the most underused estate management technique.
This list includes private sector service providers, is provided for informational and educational purposes only, and should not be construed as legal, financial, or any other kind of advice on any subject matter. This list may not reflect the most current legal or financial developments, nor may this list reflect the most current licensing status of any of the providers listed. These materials are not intended, and should not be taken, as legal or financial advice on any particular set of facts or circumstances. This list is not intended to guarantee a result or outcome. Your own results or outcomes are beyond ISDA’s control and depend on a variety of circumstances. This list contains links to web-sites operated and maintained by third parties. These links are provided solely as a convenience to you. The presence of such a link does not imply a responsibility for the linked site, or an endorsement or advertisement of the linked site, its operator, or its contents.