succession planning

July 12, 2024

If There Is No Estate Tax, Do You Still Need an Estate Plan

A common question we are asked is if there is no estate tax, is there still a need for an estate plan? If a person passes […]
May 23, 2024

Six Reasons Why Estate Planning is Important to Family Farmers

Estate planning is a crucial process for anyone with assets and family responsibilities, but it holds particular significance for farmers. The agricultural sector is unique in […]
June 26, 2023

Five Different Trusts Used to Achieve Specific Planning Goals

Have you been thinking about starting your Estate Planning, but have no clue where to start? Did you know that you aren’t bound to one type […]
May 24, 2023

Do You Need a Trust?

Many clients ask if they need a trust. It’s a great question, but it leads to another: What do you want your plan to accomplish? There […]