Getting Ready for Estate Planning
The purpose of this site is to help you organize your thoughts and information before you see an advisor about an estate plan. We believe that the six steps provided here will help you get ready.
Who Will Get Grandpa's Farm? Communicating about Farm Transfer
As farm operators age, the question of farm transfer surfaces. Farm operators know they need to discuss the transfer with family members, but some families find it difficult to communicate. This site presents three strategies for having a discussion about farm transfer.
Planning for a Secure Retirement
The objective of this site is to help you with your planning for retirement. On the site, there are 10 modules that provide information that can be valuable in answering the questions you need to consider as you make your plans.
Who Gets Grandma's Yellow Pie Plate?
This website provides practical information about the inheritance of personal property, from the University of Minnesota Extension.