RETIREMENT & ESTATE PLANNING

A retirement plan addresses how and where the retiring person(s) want to live and lays out plans for anticipated income and health care needs. An estate plan directs the transfer of assets upon death, and typically involved several legal tools. Both are core components of a farm transfer plan.

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13 Estate Planning Terms

Brief explanations of critical estate planning concepts and terms

Judy M. Sescil
Farm Credit of Maine, ACA
2003, 1 page

http://www.farmcreditmaine.com/notebook/L3/tips_13_EP_terms.htm

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Do You Need a Will?

How to plan so you can provide for your heirs the way you want to

Yankee Farm Credit, ACA
2005, 1 page

http://www.yankeeaca.com/notebook/L3/will.htm

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Estate Planning and Taxation

Comprehensive online listing of linked resources from the National Agriculture Law Center

http://www.nationalaglawcenter.org/readingrooms/estateplanning/

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Estate Planning Tips

Legal, financial, and insurance considerations as well as farm and family business issues

Yankee Farm Credit, ACA
2005, 1 page

http://www.yankeeaca.com/notebook/L3/estate.htm

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Farm Transfer and Estate Planning Fact Sheet

Stewardship issues in estate planning

American Farmland Trust
Farmland Information Center
2004, 1 page

http://www.farmlandinfo.org/documents/27981/Estate_Planning_1-04.pdf

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Farm Transfer Guide

Fact sheets, worksheets, and check lists that are useful for all farm families

Marion L. Bowlan, ed.
Pennsylvania Farm Link
43 pages

http://www.pafarmlink.org/resources.html

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Retirement Estimator for Farm Families

An interactive tool to calculate your retirement financial needs

http://www.ces.purdue.edu/farmretirement/

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