Succession and Estate Planning

  • Paint a Legacy

    July 18, 2017

    Your canvas is more than just a collage of spreadsheets and legal documents.

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  • Fairness: An Elusive Goal

    May 18, 2017

    The "right answer" when it comes to dividing your estate can feel awfully elusive.  Consider, then, these three ideas to gain clarity on your transition.

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  • Your Land as Legacy

    November 18, 2016

    Your agricultural land is perhaps the most valuable and unique financial asset you own. It is part of your legacy and here are some reasons why that’s true.

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  • Letting Go

    November 18, 2016

    Letting go and turning the leadership of a family business over to the next generation can be rough. Consider these ideas to aid in smoothing out the transition.

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  • Use a Succession Scorecard

    September 18, 2016

    How do you know if you're transition is on the right route for a touchdown? Try using a succession "scorecard" to help you stay on track for a win.

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  • The Length of Your Legacy

    August 18, 2016

    What gifts will you leave with your legacy? Lance reflects on the gifts left behind by his grandfather and their importance in his life.

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  • Ties That Bind

    February 18, 2016

    Desires to create something beyond financial significance can create or nuture strong bonds between family members.

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