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Farm Families

Client Centered

Farming operations face all the challenges of other small businesses with additional complexities that require specialized planning. Along with all the challenges of any small business, farm operations have unique concerns of preserving legacy land, continuing to keep land in the family for future generations and equalizing the estate when some children are continuing to farm, and some are working off the farm. We can help sort through and plan for the future of your farm. We have experience working through these concerns and also work with legal teams that specialize in this area. We not only help to construct a solid plan, but help develop the means of providing for the funding of that plan.

Scenarios Unique to Farm Families

Farm succession plan

  • Equalization among children on and off farm.
  • How to provide money for a farming child to buy the tillable land from siblings.
  • Plan to keep land for heirs
  • Having a plan to make sure that land is not sold upon the second death of a farming family.
  • Creating a flexible and successful estate plan.
  • Tax / finance planning 

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