Resources to help you get started
There are many resources available that you can help you get started with legacy planning, or that you can share with a fellow landowner, client, or landowner group. Below we've included links to publications, media, and websites that you may find useful.
Legacy Planning publications
Cornell University and University of Massachusetts-Amherst publication profiling the stewardship and legacy stories of Black landowners in New York State and New England. Photography by Lisa Godfrey.
University of Massachusetts Amherst publication about forest legacy planning in New York state.
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A guide meant to help those who interact with landowners inform the decisions landowners are making about their land’s future ownership and use.
This booklet discusses strategies to use your will as a tool to determine the future of your land.
Brochure contains a brief description of legacy planning with landowner case studies and “10 Steps” you can take to get your plan started.
Business cards containing our yourlegacy.org web address.
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National Policy Analysis document (#569) that provides an overview of conservation easements and their use, by Dana Joel Gattuso.
Green Valley Institute's introduction to protecting family land.
Introduces forest landowners to the decisions, discussions, legal structures and tools important to successful succession planning. USDA Forest NA-IN-04-08.
By William Siegel, Harry Haney Jr., and John Greene. Introduces forest landowners to estate planning including Federal estate and gift tax law with a focus on forest land ownership, forms of business organization for forest landowners, and general estate planning tools. USDA Forest Service GTR SRS-112.
By Dinnie Sloman. Introduces forest landowners to the terminology and methodology involved in estate planning.
By Lynn Smith. A brief, readable summary of estate planning that looks at wills, living wills, medical powers of attorney, durable powers of attorney, and trusts.
A six-page introduction to estate planning from Pennsylvania State University, College of Agricultural Sciences Cooperative Extension.
by T.J. McEvoy.
Media
Cornell Cooperative Extension video about forest legacy planning in New York State.
ToolsA guide that may be used to help start a legacy planning conversation with a landowner.
A series of photographs (individual cards) related to forestry that may be used to
foster conversations about landowner values. Please contact Shorna Allred for information about purchasing forest story cards. WebsitesThe University of Florida Extension site explains current inheritance tax law and how it affects nonindustrial private landowners. It also includes links to other sources of information and supporting documents.
Oregon State University’s legacy planning site.
Land Trust Alliance site providing a succinct description of approaches for conserving land and other considerations.
USDA Forest Service site containing planning resources, including suggestions for planning family meetings, planning options, creating an estate plan, tax and estate planning, action steps in legacy planning.
Updated map of conservation easements by state and easement holder.
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