Evaluating Your Estate Plan

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)
2. How would you rate the ease of understanding for the following publications?
1. Unable to understand2. Somewhat unable to understant3. Somewhat easy to understand4. Very easy to understandN/A
Federal Gift Taxes -- C4-23
Federal Estate Taxes -- C4-24
Iowa Inheritance Tax -- C4-25
Estate Planning Terms -- C4-50
Forms of Property Ownership -- C4-51
Business Entities -- C4-52
The Estate Settlement Process -- C4-53
Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54
Farm Transfer Strategies -- C4-55
Retirement Planning for Farm Families -- C4-56
Estate Planning Questionnaire -- C4-57
Estate Planning Goals -- C4-58
Trusts as an Estate Planning Tool -- C4-59
Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61
3. How would you rate the relevance of the following publications?
1. Completely Irrelevant2. Irrelevant3. Relevant4. Very RelevantN/A
Federal Gift Taxes -- C4-23
Federal Estate Taxes -- C4-24
Iowa Inheritance Tax -- C4-25
Estate Planning Terms -- C4-50
Forms of Property Ownership -- C4-51
Business Entities -- C4-52
The Estate Settlement Process -- C4-53
Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54
Farm Transfer Strategies -- C4-55
Retirement Planning for Farm Families -- C4-56
Estate Planning Questionnaire -- C4-57
Estate Planning Goals -- C4-58
Trusts as an Estate Planning Tool -- C4-59
Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61
4. How have or will you use the following publications? (select all that apply)
On my ownShare with familyShare with professionalsUse with ClientsShare with colleaguesWill not use
Federal Gift Taxes -- C4-23
Federal Estate Taxes -- C4-24
Iowa Inheritance Tax -- C4-25
Estate Planning Terms -- C4-50
Forms of Property Ownership -- C4-51
Business Entities -- C4-52
The Estate Settlement Process -- C4-53
Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54
Farm Transfer Strategies -- C4-55
Retirement Planning for Farm Families -- C4-56
Estate Planning Questionnaire -- C4-57
Estate Planning Goals -- C4-58
Trusts as an Estate Planning Tool -- C4-59
Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61
5. 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?
7. Age group
8. What would you consider your primary occupation?
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