Our Estate Planning Blog

Does My Business Need a Succession Plan?

As a small business owner, you should be thinking about your succession plan. A succession plan—or exit plan—is the strategic transferring of management roles or ownership of the company to others, whether it be a family member, an employee or an outside party.

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When are You Done with Estate Planning?

As we approach our 70s, we feel like we have everything covered. We don’t have long-term care insurance, but with the income we have off the farm and with our savings, we feel pretty comfortable. Is everything we have enough?

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Do You Have to Relocate For Retirement?

Many seniors wind up retiring in the same place they lived during their working years. If the city or town you lived in throughout your career is filled with amenities, family members and friends, then you may want to stay put during your golden years.

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