Succession Planning
You’d like the work you’ve done on your land to continue and the memories made to be experienced by others. Find resources here to help pass your land on to family or other learn about other options to preserve and conserve your woodlands for future generations to enjoy.
IFWOA Succession Planning Webinars
How to get started and why you should plan
- Webinar recording: How to Get Started
- My Land Handbook: Use this handbook to get organized and document specifics about your property, objectives, management, advisors, and other important details to share with your successors.
- Is your Tree Farm an Asset or a Heirloom? From Ties to the Land, Oregon State University.
- Asset or Heirloom? Worksheet: This worksheet is designed to help you, and others you wish to involve in the succession planning process, to identify and communicate the importance of your property.
Managing family dynamics
- Webinar recording: Managing family dynamics
- Handling the Inevitable: Dealing with Conflict in Succession: This worksheet will help you think about the different conflict handling modes and how you approach conflict.
- The Farm’s Legacy: A Guidebook for Intra-Family Succession: Within this guidebook, you will find articles and exercises to guide you and your family farm through the succession process. From Purdue Succession Planning Team.
- Legacy Planning Stories: A collection of stories about fellow woodland owners like you, the legacies they are creating, and how they are planning for the future of their land.
Family communication and meetings
- Webinar recording: Family communication and meetings
- Tips for an Effective Succession Planning Process: A list of steps to take and advisory team to assemble.
- How to Determine Who is Involved worksheet
- FamilyTalk: Building Your Family Communication Skills
Legal and estate issues
- Webinar recording: Legal and estate issues
- Keeping the Land: Succession Planning for Landowners: A series of succession planning worksheets from North Carolina State University
- Conservation easements– Some opportunities for conservation easements in Indiana.
Other Planning Tools
- The USDA Forest Service has some Estate Planning tools for woodland owners.
- The Generation Next Program in Virginia provides some resources for legacy planning.
- Information on conservation easements from the Illinois Forestry Association