A collaboration led by…
LandLink Vermont
Land For Good

Maine FarmLink

University of Connecticut

University of Maine

University of Massachusetts

University of New Hampshire

University of Rhode Island

and University of Vermont.

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.


Establishing a Will

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

University of Minnesota Extension
2 pages

http://www.extension.umn.edu/distribution/businessmanagement/components/M1178-2.pdf


Estate Planning Terms

Brief explanations of critical estate planning concepts and terms

http://www.estateplanning.com/Estate-Planning-Glossary/


Estate Planning and Taxation

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

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


Getting Ready for Estate Planning

Worksheets to help organize information for estate planning

Purdue University

https://ag.purdue.edu/programs/areyouprepared/readyestate/Pages/default.aspx


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


Planning for a Secure Retirement

10 modules include a variety of worksheets and on-line calculators to plan for retirement

https://ag.purdue.edu/programs/areyouprepared/secureretirement/Pages/default.aspx


 

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