Succession Planning Education
Resources to aid in the preservation of your agricultural legacy and the business.
Protect Your Farm Business
Part 1 — Planning a first family meeting
Protect Your Farm Business
Part 2 — Tips on retirement and how to start stepping away
Protect Your Farm Business
Part 3 — Learn the transitions needed in succession
Protect Your Farm Business
Part 4 — Establish a team of professional advisors
Succession and Estate Planning Tools
- University of Idaho Owner to Potential Heir Questionnaire — Ask your potential heirs questions in regards to the transition of the farm/ranch (PDF)
- University of Idaho Potential Heir to Owner Questionnaire — Ask the owner questions in regards to the transition of the farm/ranch (PDF)
- Wittman Consulting Sample Family Agenda — A complete layout of a first family meeting when discussing succession and estate planning (PDF)
- University of Idaho Retirement Calculator — How much money should you be saving or will you need in retirement? (EXE file)
- University of Idaho Social Security Calculator — How much money will you collect in social security? (EXE file)
- University of Idaho Mission Statement and Goals — Create a mission statement and goals (PDF)