Generational Wealth Planning for Ranch and Farming Families

Raised on the land ourselves, we understand the challenges and opportunities facing ranch and farming families. The connection to the land adds another dimension to planning. We offer specialized knowledge of the commodity and agricultural markets, as well as the family dynamics involved.

Asset distribution and equalization strategies are the key ingredients of a generational wealth plan that aims to keep the family legacy intact while acknowledging that heirs have diverse life goals. We offer a range of generational wealth planning solutions catered to ranch and farming families.

Services for Ranch and Farming Families

  • Asset protection*, shifting and distribution strategies
  • Estate planning and equalization strategies
  • Business succession strategies
  • Family income and security strategies
  • Charitable opportunities

 

*Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.