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Planting the Seeds for a Secure Future
January 15, 2020 @ 1:30 PM - 3:00 PM
As advisors who practice in Wisconsin, we know many farm families who have become clients or who need help in planning for both their financial and legal goals. While the family farm is often seen as simply a business, the reality is that farming and often the multi-generational commitment that goes with it requires specialized discussions, goal-setting and planning. These situations are also wrought with concerns about succession and fair treatment of descendants, estate taxation, and how best to prepare for retirement and craft your legacy before a crisis occurs. A common crisis for farm families is when one of the owners (Mom or Dad) has to enter a long term care facility. All of these concerns will be addressed in this program, with a distinct focus on what estate and succession planning can do to alleviate the fears and meet the goals of the family with agriculture in its blood, sweat and tears. Presented by Attorney Dan Purtell.