Welcome to the Farm Succession Planning Course—I’m so glad you’re here. You’ve about to take a powerful step toward protecting your family, your land, and your legacy.
In this course you will find 5 lessons and a bonus video on wills and trusts. Each lesson has a video and notes to follow along with and reference. You also will find that most of them have a useful handout to help you with your farm succession plan. I recommend that you set a timeline for yourself and work through the lessons doing your homework as you go through them. Some of the lessons will require time to reflect, have conversations or pull together information so do not rush the process.
What you’ll learn:
How to clarify your vision and reduce overwhelm
How to communicate with family and avoid conflict
How to assemble the right advisory team
How the legal docs (wills & trusts) fit in as the final step—including a simple bonus overview of revocable vs. irrevocable trusts
At the end of the end of the lessons I would like to invite you to set up a consultation appointment with me to get all of your questions answered. I look forward to connecting with you.
