Estate planning is more than a Will dividing up a pie, or a power of attorney document or a health care directive.
You know in your heart, that if you can get the plan right, being fair to all of your children, and being understood, will go a long way towards preserving your farming legacy and family harmony.
How do you balance helping a successor today to keep the farming legacy alive, while asking non-farming children to wait until tomorrow for their share? What options do you have?
What if you provide a successor with a substantial farming asset gift today, but they divorce in the future?
Proper planning gets the balance right between providing for today and planning for tomorrow, and can even save taxes!
I grew up on a family farm and have more than 25 years of experience as a financial advisor. Over time, I have built a unique, advice only, holistic planning process that considers both the technical financial challenges of transition planning and family dynamics.
I provide objective unbiased advice, and do not sell accounting services, investment or insurance products.
I work for you and your family, and only for you (fiduciary CFP), on an hourly basis, as your family farm consultant to build transition plans that are completely transparent and easy to understand, yet will bear the technical scrutiny of your accounting, insurance and investment professionals.
If you are searching for unbiased, objective advice, get in touch in today.
CFP (Certified Financial Planner; Financial Planners Standards Council)
CLU Retired(Chartered Life Underwriter; Inst. of Advanced Financial Education)
CHS * Retired(Certified Health Insurance Specialist; Inst. of Advanced Financial Education)
CEC (Certified Executive Coach; Royal Roads University)
ACA (AgExpert Certified Advisor; Farm Credit Corp)
CAFA (Certified Agricultural Farm Advisor)
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