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Setting up an estate plan to lessen state, federal taxes

Case #8873 – Jack and Alice came to me asking questions about estate planning they were completing in Minnesota. Their attorney had suggested a revocable living trust with half of the estate going to a by-pass or marital trust upon the first death.

July 21, 2015 2:54 pm(0)

A successful farm estate plan takes patience, compromise

Hal and Judy came in to visit with me about their farm situation. I asked “How was your Fourth of July?” and Judy stated, “Well, if you wanted to see fireworks, you should have been at our house that weekend. We had all our kids home – along with our farming child – and we brought up the fac…

July 08, 2015 1:21 pm(0)

Every estate plan has ‘what ifs’ to be answered

Case No. 431 – John and Jill came to me with their thoughts about their estate planning process and to get my opinion on their thoughts.

June 23, 2015 4:09 pm(0)

Ensuring the family farm property stays in the family

Case #303 – Bill and Josie came to me with some interesting questions in their estate planning.

June 10, 2015 9:34 am(0)

Today’s farm business is very different from the past

Case #1332 – Robert and Kelly set up a meeting with me regarding their estate plan.

May 12, 2015 2:46 pm(0)

Planning is easier if you understand all the options

Case No. 3873 – Michael and Pat came to me with an interesting problem.

April 29, 2015 11:32 am(0)

Balance equity between farming/non-farming siblings

Case No. 567 – Shane came to me with the following problem. “I came back to the farm about six years ago. My mother had died unexpectedly and my dad had developed some health issues that didn’t allow for him to do as much labor anymore. Now that I have been there for six years, what started …

April 15, 2015 11:02 am(0)

If too many take advantage of the system, laws will change

Case No. 4841 – Alice and Anton Buttons came in to visit with me about their estate planning. Prior to them coming in, we sent out a Confidential Survey to fill out listing all of their assets and liabilities so we can measure the true value of the estate. Anton had listed the farmland value…

April 01, 2015 2:42 pm(0)

Irrevocable trust is set in stone; consider other options

Case #2210 – Greg and Martha came to me with issues regarding their estate. “We have three children but none of them want to farm. However, we have a grandson who has been farming with us for a lot of years and we’d love to give every opportunity for him to farm. How do we set things up to h…

March 18, 2015 9:08 am(0)

Estate planning is a journey – not a one-time thing

Case No. 221 – Emil and Diana Dewald came to see me in 1998 – almost 20 years ago. Like most people, Emil and Diana had no clear plan for their family farm when they first came in other than they wanted to make certain their son, Jeff, got the opportunity to farm.

March 04, 2015 2:31 pm(0)
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