Category: Legacy Planning


My Farm & Ranch: Transitioning and Retirement Planning

I recently read an article offering a few statistics from the U.S. Department of Agriculture and one in particular caught my eye: Did you know that the average age of a farm operator in the U.S. is 57.5 years old?!1 At age 57, every farmer or rancher should be considering – or have already considered –…
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March 7, 2022 0

Death – It Happens

You are invincible, right? We all like to think we are… at least until we aren’t. Did you know twenty percent of men die before retirement age? Twenty percent! That’s two in ten men!1. The odds in Vegas can be worse than that and thousands of people still show up to gamble every day. So…
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February 28, 2022 0
Family Disaster Planning

Family Disaster Planning

You have great power over the destiny of your family. In fact, you have the ability save your family… or destroy it. Yes. I am aware that probably hit you square between the eyes. In fact, I hope it did. Too many of us make all the excuses in the world to not work on…
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February 14, 2022 0


Refer to any news media and the headlines are teeming with news about COVID…and has been for 2 years. It is no wonder that important information about other areas of interest is getting buried. After placing a few phone calls regarding various legislation that passed at the end of 2019, I thought it might be…
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January 18, 2022 0

Have You Outgrown Your Advisor?

A fellow advisor once told me a story about trying to help his grandmother with her life planning. “She refused,” he said. “She insisted that John, who had been her advisor and friend for years, was doing just fine for her. Besides, she couldn’t take away the business from a lifelong friend.” He continued by…
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December 27, 2021 0

Year-End Decisions

Wow! 2021 has been a whirlwind… sometimes literally in paper. It seems we have had a new proposal almost every day from lawmakers. Social Security alone has been addressed in 10 different bills this year. And taxes? Keeping up with introduced or impending changes is a full-time job. The good news is that we are…
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December 6, 2021 0

What Are Your Calluses Worth?

It’s that time of year when families get together, laugh, tell stories, and eat too much. And like most holiday movies, some of it is remembered fondly all year – and some of it you just grit your teeth to get through. No matter where you fall on that spectrum, I want to bring a…
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November 16, 2021 0

Don’t Begin With the End in Mind

There is a bit of chaos and change in the world today. Okay, a lot.  And everyone is looking for answers. Whether it is how to lower taxes and keep your hard-earned dollars, find people to work, invest in markets (financial, real estate or otherwise) that appear overpriced, but also feels necessary to fight the…
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September 8, 2021 0
Saving Lives

Saving Lives Saving Dignity

End-of-life issues can be a touchy subject for some people. No one wants to talk about the issues before they happen, no one wants to go through them, and…no wants to talk about them after. The result: Very few people know how to navigate end-of-life issues successfully. Most families that go through them suffer in…
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May 10, 2021 0
Tax Changes

2021 Tax Changes

It is inevitable. Change is coming for 2021 and beyond. The problem is no one knows for sure exactly what that change will be. There are several things we have a good hunch will happen, and we will discuss a few key notes. No matter, the big question is how do you plan around a…
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April 12, 2021 0