Estate Planning
Estate planning includes more than just financial decisions. The process involves traditions and emotions, as you think about the future for your loved ones, business partners or a beloved charity or institution. Creating an estate strategy that expresses your desires and wishes along with your financial considerations can give you peace of mind in knowing that you are in control of your future.
Whether you plan to leave a financial legacy to loved ones and/or entrust it to a charitable organization, an estate preservation strategy can help you:
- Clearly communicate your wishes, particularly if you become unable to make your own decisions
- Preserve your assets
- Leave a legacy for future generations
- Minimize estate taxes and other potential expenses
- Avoid delays and additional costs, such as probate and related costs
You can find additional information about estate preservation in our Preserving Your Assets for the Next Generation brochure, available here.
For more information about estate planning, find a Farm Bureau Financial Services agent now.
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Securities and services offered through EquiTrust Marketing Services, LLC,+ 5400 University Ave., West Des Moines, IA 50266, 877/860-2904,
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Life insurance & annuity products are offered through Farm Bureau Life Insurance Company+*/West Des Moines, IA and are intended for residents of
AZ, CO, IA, ID, KS, MN, MT, ND, NE, NM, OK, SD, UT, WI and WY.
Property-casualty insurance products are offered through Farm Bureau Property & Casualty Insurance Company+* and Western Agricultural Insurance Company+*/West Des Moines, IA and are
intended for residents of AZ, IA, KS, MN, NE, NM, SD and UT.
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