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‘Your Farm, Your Business, Your Future’ Class

February 4 - February 18

Estate, Succession and Retirement Planning (Three Session Class)

February 4, 11, 18 (if needed, bad weather backup date March 3)

Do you want to be in charge of who gets your assets after you’re gone? Are you concerned about what your estate will cost your heirs? What are the best tools available to plan my estate? If you want to address these questions, then plan to attend the ‘Your Farm, Your Business, Your Future class’.

 

Session 1 – February 4

Introduction & Retirement

Goal Setting

Effective Communication

Calculations and Planning

 

Session 2 – February 11

Succession Planning

Why Plan Your Estate

Who Should Be Involved

What Materials You’ll Need

Business Organization

Choosing Advisors

SWOT Analysis

 

Session 3 – February 18

Estate Planning

Property Ownership

Estate and Gift Taxes

Wills

Non-Probate Transfers

Gifting

Insurance

Stepping-Up Basis

(An Associate Circuit Probate Judge will be presenting Probate in Missouri)

 

Lancaster: courthouse Basement Assembly Room, 110 W. Washington

Linneus: Forage Systems Research Farm, 21262 Genoa Road

Keytesville: Chariton County Courthouse, Blue Room, 306 S. Cherry

Bethany: Harrison County Extension Center, 1505 Main, Courthouse Basement

Ste. Genevieve: Progress Sports Complex, 1300 Progress Parkway

Palmyra: Court Room 3rd Floor, 100 S. Main Street

Marshfield: Webster County Extension Center, 800 S. Marshall Road

 

Cost: $110 per person and $50 for each additional person from the same farm/family. A light supper is included each evening.

 

Tracie Moore: 660-288-3239

Chariton County Extension Office

306 South Cherry, Courthouse

Keytesville, MO 65261

 

 

 

Details

Start:
February 4
End:
February 18
Event Category:
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