Farm Estate Planning
There are all kinds of estate and tax planning tips and traps for farmers. If you want to talk in terms of tax savings and succession solutions, this page links to some articles of interest.
But there’s a time and place to address the technical issues. First, the most important things to understand are you , your family, your farm, and your reasons for doing all you’ve done.
What does “planning” mean to you?
A streamlined process
Information gathering:
Initial consultation - No cost and no obligation. Let’s talk about what you want to accomplish. It may be a simple Will review and update, or it may be a more comprehensive plan. We’ll explore the issues. Try out our Information Gathering Tools. When you’re ready, we’ll proceed.
Streamlined information gathering - All about your family and your farm. Easy fill-in-the blanks format designed for you, not lawyers and accountants.
Communication with your accountant and other advisors - We’ll gather more detailed information on your behalf, with your permission. We respect the important relationship farm families have with their accountants.
Advice:
A conversation about your issues and intentions - A deeper discussion of planning issues and what your estate plan means to you.
A planning proposal - For your review.
Draft documents - We’ll review them together.
Signing documents - In-person or remote document signing available.
Services in-person, online or by phone.
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