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Small Business and

Farm & Ranch Planning



You have worked so hard to build and achieve your dream through the hard work, dedication, and determination that is required to own a successful small business or family farm operation. Planning ahead to protect what you have built is a necessary and responsible act of stewardship.

Business Planning

When meeting with small business owners we often here these significant questions:

  • How can I protect my farm or business while I’m alive?
  • How can I pass my farm or business on to the next generation after I’m gone?
  • I want to be fair to my children, but does that mean equal?

A well-designed estate plan can be the foundation for important protections while you’re living, and it can also serve as the catalyst for passing your business or operation on to the next generation in the best possible manner.

A succession plan will not work by mere chance or pure luck. Rather, the continuity of what you have worked hard to build will occur as a result of your thoughtful consideration and thorough planning.  Planning for incapacity or death isn’t just recommended. It’s required if your goal is to pass along the opportunity to continue what you’ve built and solidifying your legacy as a successful and caring provider.

Small Business and Farm & Ranch Planning
Register for a workshop

Interested in learning More?

Register for a Workshop

Register now for an upcoming workshop at our Learning Center or from the comfort of your home and learn how you (or your loved one) can put a plan in place that will provide protection!