Wealth Transfer and Projected Wealth Transfer in Iowa Counties

Resource title: Wealth Transfer and Projected Wealth Transfer in Iowa Counties

Source (copyright holder): Community Vitality Center, Iowa State University

Resource description: The Community Vitality Center (CVC) has carried out a study of wealth transfer in Iowa. The first part of the study examined recorded wealth transfer in Iowa’s counties for the period of 1998 through 2002. Wealth Transfer and Projected Wealth Transfer in Iowa Counties. The second part of the study involved projected wealth transfer. Beginning with the age structure of each county at Census 2000 and a life table of mortality by age, deaths were projected for each five-year period through 2049 for each county. In addition, wealth transfer per death was determined for the initial projection year of 2000 based on the analysis of Iowa’s probate records. The projected deaths, the wealth transfer per death, along with an assumed annual two percent growth rate were used to develop wealth transfer projections for the fifty year period of 2000 through 2049.

Link for resource: http://www.cvcia.org/content/wealth.transfer/allcountiesreport.pdf

Other notes:


Submitted by: Milan Wall

Organization: Heartland Center for Leadership Development

Contact info:

mwall AT heartlandcenter DOT info

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