Evaluating Your Estate Plan
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Evaluating Your Estate Plan Materials Evaluation

You may have noticed the new category Transition and Estate Planning under Whole Farm on the Ag Decision Maker navigation bar. Fourteen new Information Files were added in February, March, and April. Development of the Information Files was funded by a grant from the North Central Risk Management Education Center. Feedback from you as a user of the materials is important to us. We will use your feedback to guide our decisions to update current materials and create new publications.

If you have any questions on this evaluation or the Evaluating Your Estate Plan materials or program, please contact us at agdm@iastate.edu or call 641-732-5574. Participation in the survey is completely voluntary and responses will be kept confidential. Providing survey responses takes less than five minutes.

1. How did you learn about the Evaluating Your Estate Plan materials? (select all that apply)

How did you learn about the Evaluating Your Estate Plan materials? (select all that apply) Attended ISU Extension Evaluating Your Estate Plan meeting

Referral

Search Engine

Ag Decision Maker monthly updates

Other (please specify)

2. How would you rate the ease of understanding for the following publications?

	1. Unable to understand	2. Somewhat unable to understant	3. Somewhat easy to understand	4. Very easy to understand	N/A
Federal Gift Taxes -- C4-23	*How would you rate the ease of understanding for the following publications? Federal Gift Taxes -- C4-23 1. Unable to understand	Federal Gift Taxes -- C4-23 2. Somewhat unable to understant	Federal Gift Taxes -- C4-23 3. Somewhat easy to understand	Federal Gift Taxes -- C4-23 4. Very easy to understand	Federal Gift Taxes -- C4-23 N/A
Federal Estate Taxes -- C4-24	Federal Estate Taxes -- C4-24 1. Unable to understand	Federal Estate Taxes -- C4-24 2. Somewhat unable to understant	Federal Estate Taxes -- C4-24 3. Somewhat easy to understand	Federal Estate Taxes -- C4-24 4. Very easy to understand	Federal Estate Taxes -- C4-24 N/A
Iowa Inheritance Tax -- C4-25	Iowa Inheritance Tax -- C4-25 1. Unable to understand	Iowa Inheritance Tax -- C4-25 2. Somewhat unable to understant	Iowa Inheritance Tax -- C4-25 3. Somewhat easy to understand	Iowa Inheritance Tax -- C4-25 4. Very easy to understand	Iowa Inheritance Tax -- C4-25 N/A
Estate Planning Terms -- C4-50	Estate Planning Terms -- C4-50 1. Unable to understand	Estate Planning Terms -- C4-50 2. Somewhat unable to understant	Estate Planning Terms -- C4-50 3. Somewhat easy to understand	Estate Planning Terms -- C4-50 4. Very easy to understand	Estate Planning Terms -- C4-50 N/A
Forms of Property Ownership -- C4-51	Forms of Property Ownership -- C4-51 1. Unable to understand	Forms of Property Ownership -- C4-51 2. Somewhat unable to understant	Forms of Property Ownership -- C4-51 3. Somewhat easy to understand	Forms of Property Ownership -- C4-51 4. Very easy to understand	Forms of Property Ownership -- C4-51 N/A
Business Entities -- C4-52	Business Entities -- C4-52 1. Unable to understand	Business Entities -- C4-52 2. Somewhat unable to understant	Business Entities -- C4-52 3. Somewhat easy to understand	Business Entities -- C4-52 4. Very easy to understand	Business Entities -- C4-52 N/A
The Estate Settlement Process -- C4-53	The Estate Settlement Process -- C4-53 1. Unable to understand	The Estate Settlement Process -- C4-53 2. Somewhat unable to understant	The Estate Settlement Process -- C4-53 3. Somewhat easy to understand	The Estate Settlement Process -- C4-53 4. Very easy to understand	The Estate Settlement Process -- C4-53 N/A
Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 1. Unable to understand	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 2. Somewhat unable to understant	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 3. Somewhat easy to understand	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 4. Very easy to understand	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 N/A
Farm Transfer Strategies -- C4-55	Farm Transfer Strategies -- C4-55 1. Unable to understand	Farm Transfer Strategies -- C4-55 2. Somewhat unable to understant	Farm Transfer Strategies -- C4-55 3. Somewhat easy to understand	Farm Transfer Strategies -- C4-55 4. Very easy to understand	Farm Transfer Strategies -- C4-55 N/A
Retirement Planning for Farm Families -- C4-56	Retirement Planning for Farm Families -- C4-56 1. Unable to understand	Retirement Planning for Farm Families -- C4-56 2. Somewhat unable to understant	Retirement Planning for Farm Families -- C4-56 3. Somewhat easy to understand	Retirement Planning for Farm Families -- C4-56 4. Very easy to understand	Retirement Planning for Farm Families -- C4-56 N/A
Estate Planning Questionnaire -- C4-57	Estate Planning Questionnaire -- C4-57 1. Unable to understand	Estate Planning Questionnaire -- C4-57 2. Somewhat unable to understant	Estate Planning Questionnaire -- C4-57 3. Somewhat easy to understand	Estate Planning Questionnaire -- C4-57 4. Very easy to understand	Estate Planning Questionnaire -- C4-57 N/A
Estate Planning Goals -- C4-58	Estate Planning Goals -- C4-58 1. Unable to understand	Estate Planning Goals -- C4-58 2. Somewhat unable to understant	Estate Planning Goals -- C4-58 3. Somewhat easy to understand	Estate Planning Goals -- C4-58 4. Very easy to understand	Estate Planning Goals -- C4-58 N/A
Trusts as an Estate Planning Tool -- C4-59	Trusts as an Estate Planning Tool -- C4-59 1. Unable to understand	Trusts as an Estate Planning Tool -- C4-59 2. Somewhat unable to understant	Trusts as an Estate Planning Tool -- C4-59 3. Somewhat easy to understand	Trusts as an Estate Planning Tool -- C4-59 4. Very easy to understand	Trusts as an Estate Planning Tool -- C4-59 N/A
Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 1. Unable to understand	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 2. Somewhat unable to understant	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 3. Somewhat easy to understand	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 4. Very easy to understand	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 N/A

3. How would you rate the relevance of the following publications?

	1. Completely Irrelevant	2. Irrelevant	3. Relevant	4. Very Relevant	N/A
Federal Gift Taxes -- C4-23	*How would you rate the relevance of the following publications? Federal Gift Taxes -- C4-23 1. Completely Irrelevant	Federal Gift Taxes -- C4-23 2. Irrelevant	Federal Gift Taxes -- C4-23 3. Relevant	Federal Gift Taxes -- C4-23 4. Very Relevant	Federal Gift Taxes -- C4-23 N/A
Federal Estate Taxes -- C4-24	Federal Estate Taxes -- C4-24 1. Completely Irrelevant	Federal Estate Taxes -- C4-24 2. Irrelevant	Federal Estate Taxes -- C4-24 3. Relevant	Federal Estate Taxes -- C4-24 4. Very Relevant	Federal Estate Taxes -- C4-24 N/A
Iowa Inheritance Tax -- C4-25	Iowa Inheritance Tax -- C4-25 1. Completely Irrelevant	Iowa Inheritance Tax -- C4-25 2. Irrelevant	Iowa Inheritance Tax -- C4-25 3. Relevant	Iowa Inheritance Tax -- C4-25 4. Very Relevant	Iowa Inheritance Tax -- C4-25 N/A
Estate Planning Terms -- C4-50	Estate Planning Terms -- C4-50 1. Completely Irrelevant	Estate Planning Terms -- C4-50 2. Irrelevant	Estate Planning Terms -- C4-50 3. Relevant	Estate Planning Terms -- C4-50 4. Very Relevant	Estate Planning Terms -- C4-50 N/A
Forms of Property Ownership -- C4-51	Forms of Property Ownership -- C4-51 1. Completely Irrelevant	Forms of Property Ownership -- C4-51 2. Irrelevant	Forms of Property Ownership -- C4-51 3. Relevant	Forms of Property Ownership -- C4-51 4. Very Relevant	Forms of Property Ownership -- C4-51 N/A
Business Entities -- C4-52	Business Entities -- C4-52 1. Completely Irrelevant	Business Entities -- C4-52 2. Irrelevant	Business Entities -- C4-52 3. Relevant	Business Entities -- C4-52 4. Very Relevant	Business Entities -- C4-52 N/A
The Estate Settlement Process -- C4-53	The Estate Settlement Process -- C4-53 1. Completely Irrelevant	The Estate Settlement Process -- C4-53 2. Irrelevant	The Estate Settlement Process -- C4-53 3. Relevant	The Estate Settlement Process -- C4-53 4. Very Relevant	The Estate Settlement Process -- C4-53 N/A
Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 1. Completely Irrelevant	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 2. Irrelevant	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 3. Relevant	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 4. Very Relevant	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 N/A
Farm Transfer Strategies -- C4-55	Farm Transfer Strategies -- C4-55 1. Completely Irrelevant	Farm Transfer Strategies -- C4-55 2. Irrelevant	Farm Transfer Strategies -- C4-55 3. Relevant	Farm Transfer Strategies -- C4-55 4. Very Relevant	Farm Transfer Strategies -- C4-55 N/A
Retirement Planning for Farm Families -- C4-56	Retirement Planning for Farm Families -- C4-56 1. Completely Irrelevant	Retirement Planning for Farm Families -- C4-56 2. Irrelevant	Retirement Planning for Farm Families -- C4-56 3. Relevant	Retirement Planning for Farm Families -- C4-56 4. Very Relevant	Retirement Planning for Farm Families -- C4-56 N/A
Estate Planning Questionnaire -- C4-57	Estate Planning Questionnaire -- C4-57 1. Completely Irrelevant	Estate Planning Questionnaire -- C4-57 2. Irrelevant	Estate Planning Questionnaire -- C4-57 3. Relevant	Estate Planning Questionnaire -- C4-57 4. Very Relevant	Estate Planning Questionnaire -- C4-57 N/A
Estate Planning Goals -- C4-58	Estate Planning Goals -- C4-58 1. Completely Irrelevant	Estate Planning Goals -- C4-58 2. Irrelevant	Estate Planning Goals -- C4-58 3. Relevant	Estate Planning Goals -- C4-58 4. Very Relevant	Estate Planning Goals -- C4-58 N/A
Trusts as an Estate Planning Tool -- C4-59	Trusts as an Estate Planning Tool -- C4-59 1. Completely Irrelevant	Trusts as an Estate Planning Tool -- C4-59 2. Irrelevant	Trusts as an Estate Planning Tool -- C4-59 3. Relevant	Trusts as an Estate Planning Tool -- C4-59 4. Very Relevant	Trusts as an Estate Planning Tool -- C4-59 N/A
Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 1. Completely Irrelevant	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 2. Irrelevant	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 3. Relevant	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 4. Very Relevant	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 N/A

4. How have or will you use the following publications? (select all that apply)

	On my own	Share with family	Share with professionals	Use with Clients	Share with colleagues	Will not use
Federal Gift Taxes -- C4-23	*How have or will you use the following publications? (select all that apply) Federal Gift Taxes -- C4-23 On my own	Federal Gift Taxes -- C4-23 Share with family	Federal Gift Taxes -- C4-23 Share with professionals	Federal Gift Taxes -- C4-23 Use with Clients	Federal Gift Taxes -- C4-23 Share with colleagues	Federal Gift Taxes -- C4-23 Will not use
Federal Estate Taxes -- C4-24	Federal Estate Taxes -- C4-24 On my own	Federal Estate Taxes -- C4-24 Share with family	Federal Estate Taxes -- C4-24 Share with professionals	Federal Estate Taxes -- C4-24 Use with Clients	Federal Estate Taxes -- C4-24 Share with colleagues	Federal Estate Taxes -- C4-24 Will not use
Iowa Inheritance Tax -- C4-25	Iowa Inheritance Tax -- C4-25 On my own	Iowa Inheritance Tax -- C4-25 Share with family	Iowa Inheritance Tax -- C4-25 Share with professionals	Iowa Inheritance Tax -- C4-25 Use with Clients	Iowa Inheritance Tax -- C4-25 Share with colleagues	Iowa Inheritance Tax -- C4-25 Will not use
Estate Planning Terms -- C4-50	Estate Planning Terms -- C4-50 On my own	Estate Planning Terms -- C4-50 Share with family	Estate Planning Terms -- C4-50 Share with professionals	Estate Planning Terms -- C4-50 Use with Clients	Estate Planning Terms -- C4-50 Share with colleagues	Estate Planning Terms -- C4-50 Will not use
Forms of Property Ownership -- C4-51	Forms of Property Ownership -- C4-51 On my own	Forms of Property Ownership -- C4-51 Share with family	Forms of Property Ownership -- C4-51 Share with professionals	Forms of Property Ownership -- C4-51 Use with Clients	Forms of Property Ownership -- C4-51 Share with colleagues	Forms of Property Ownership -- C4-51 Will not use
Business Entities -- C4-52	Business Entities -- C4-52 On my own	Business Entities -- C4-52 Share with family	Business Entities -- C4-52 Share with professionals	Business Entities -- C4-52 Use with Clients	Business Entities -- C4-52 Share with colleagues	Business Entities -- C4-52 Will not use
The Estate Settlement Process -- C4-53	The Estate Settlement Process -- C4-53 On my own	The Estate Settlement Process -- C4-53 Share with family	The Estate Settlement Process -- C4-53 Share with professionals	The Estate Settlement Process -- C4-53 Use with Clients	The Estate Settlement Process -- C4-53 Share with colleagues	The Estate Settlement Process -- C4-53 Will not use
Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 On my own	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 Share with family	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 Share with professionals	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 Use with Clients	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 Share with colleagues	Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 Will not use
Farm Transfer Strategies -- C4-55	Farm Transfer Strategies -- C4-55 On my own	Farm Transfer Strategies -- C4-55 Share with family	Farm Transfer Strategies -- C4-55 Share with professionals	Farm Transfer Strategies -- C4-55 Use with Clients	Farm Transfer Strategies -- C4-55 Share with colleagues	Farm Transfer Strategies -- C4-55 Will not use
Retirement Planning for Farm Families -- C4-56	Retirement Planning for Farm Families -- C4-56 On my own	Retirement Planning for Farm Families -- C4-56 Share with family	Retirement Planning for Farm Families -- C4-56 Share with professionals	Retirement Planning for Farm Families -- C4-56 Use with Clients	Retirement Planning for Farm Families -- C4-56 Share with colleagues	Retirement Planning for Farm Families -- C4-56 Will not use
Estate Planning Questionnaire -- C4-57	Estate Planning Questionnaire -- C4-57 On my own	Estate Planning Questionnaire -- C4-57 Share with family	Estate Planning Questionnaire -- C4-57 Share with professionals	Estate Planning Questionnaire -- C4-57 Use with Clients	Estate Planning Questionnaire -- C4-57 Share with colleagues	Estate Planning Questionnaire -- C4-57 Will not use
Estate Planning Goals -- C4-58	Estate Planning Goals -- C4-58 On my own	Estate Planning Goals -- C4-58 Share with family	Estate Planning Goals -- C4-58 Share with professionals	Estate Planning Goals -- C4-58 Use with Clients	Estate Planning Goals -- C4-58 Share with colleagues	Estate Planning Goals -- C4-58 Will not use
Trusts as an Estate Planning Tool -- C4-59	Trusts as an Estate Planning Tool -- C4-59 On my own	Trusts as an Estate Planning Tool -- C4-59 Share with family	Trusts as an Estate Planning Tool -- C4-59 Share with professionals	Trusts as an Estate Planning Tool -- C4-59 Use with Clients	Trusts as an Estate Planning Tool -- C4-59 Share with colleagues	Trusts as an Estate Planning Tool -- C4-59 Will not use
Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 On my own	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 Share with family	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 Share with professionals	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 Use with Clients	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 Share with colleagues	Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 Will not use

5. Are there materials or publications missing from those provided you would like to see added in the future?

Are there materials or publications missing from those provided you would like to see added in the future?

6. Do you have other comments on the materials provided on Evaluating Your Estate Plan through the Ag Decision Maker web site?

Do you have other comments on the materials provided on Evaluating Your Estate Plan through the Ag Decision Maker web site?

7. Age group

Age group Under 25 years

25 to 34 years

35 to 44 years

45 to 54 years

55 to 64 years

65 to 74 years

75 years and over

8. What would you consider your primary occupation?

What would you consider your primary occupation? Farmer/Producer

Non-Farming Landowner

Professional Farm Manager

Attorney or Accountant

Ag Lender

Other (please specify)

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Evaluating Your Estate Plan Materials Evaluation

Evaluating Your Estate Plan
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