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Estate Planning

Estate planning can give your family a clear path for protecting assets, preparing the next generation and preserving the future of the business.

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You can trust Farm Funders for the estate planning you need.

More expertise

Farm families can work with experienced consultants who understand agricultural businesses and succession decisions.

We demystify the process

A complicated transition can be broken into practical decisions that are easier for the family to understand.

We understand your needs

Planning a legacy involves financial decisions as well as the emotions and relationships within a family.

Why estate planning is important

  • Direct assets toward the people and purposes you choose.
  • Protect your family from avoidable financial and legal difficulties.
  • Plan for a comfortable retirement.
  • Prepare the next generation to take responsibility.
  • Give the farm and your family greater certainty about the future.

Family business transfers

We help families assess retirement needs while protecting the long-term viability of the business.

Successor development can include Farm Funders programs such as GenerationNext, giving the next generation an opportunity to prepare for leadership.

Continuity, management responsibilities and each family member’s role are important parts of a complete transition plan.

Estate Planning FAQs

When should I begin estate planning?+

The earlier a family starts, the more time there is to prepare for retirement, develop successors and adjust the plan as circumstances change.

Farm estate planning

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Planning for the future

A thoughtful succession plan can make a complicated family transition easier to navigate and help protect the work built over generations.

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