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Top 10 Concerns of Independent Farmers

  1. Succession planning for farm
  2. Unintentionally disinheriting heirs
  3. Equitable distribution of wealth among heirs, especially to those who may not work in the farm.
  4. Reducing and avoiding taxes
  5. Business Issues/Weather/Crop Failure
  6. Being “Land Rich, Cash Poor”
  7. Health care costs, caring for parents, long term care and disability
  8. Not understanding how the estate tax works
  9. How to fund a significant estate tax liability
  10. Leaving a legacy—70% of family wealth transfers fail within 3 generations
Protecting the Land and Legacy

Protecting the Land and Legacy

Agricultural families face a 47% higher likelihood of facing a dementia diagnosis than non-agricultural families.  If you're worried about cognitive decline on the farm or ranch...

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