November 28, 2020

Evaluating Your Estate Plan

Palo Alto County and Kossuth County Extension and Outreach invite you to their workshop, “Evaluating Your Estate Plan”. This workshop will answer estate planning questions and prepare you for your future farm transitions and estate planning.

Topic covered:

  • Language of Estate Planning
  • Property ownership
  • Use of business entities
  • Transferring decision making control
  • Gift, estate and inheritance taxes
  • Calculating retirement costs
  • Setting goals
  • Steps for implementing your estate plan

Speakers include:
Melissa O’Rourke, B.S, M.A, J.D
Farm & Agribusiness Management Specialist – northwest Iowa

Kelvin Leibold, B.S, M.A
Farm & Agribusiness Management Specialist – central Iowa

Date: Thursday, January 30, 2014
Time: 9:30 a.m. to 4:00 p.m.
Location: West Bend Community Center, 103 S. Broadway Ave, West Bend, IA 50597

To register: Palo Alto County Extension: 712-852-2865
$50/person, lunch included
Space limited, register early!

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