Estate Planning

With a specialized focus on agricultural finance, AgAmerica is here to guide you through the estate planning process.

Overview

Protect Your Farm Legacy

In a sector that relies heavily on intergenerational succession, creating a comprehensive estate plan is the most proactive approach you can take to secure your farm’s future. Even if you have a plan in place, legislative and legal shifts can make it challenging to know if your estate plan can stand the test of time.

The Benefits

Why Have An Estate Plan?

The most valuable benefit of creating a well-crafted legacy plan is peace of mind. Through our partners, AgAmerica’s farm estate planning services provide landowners with a roadmap to protect their assets and keep their legacy resilient to life’s many curve balls.

Minimizes farm succession expenses

Expedites the farm transition process

Makes retirement planning easier

Prevents interfamily conflict

Establishes a business continuity plan

Protects family from litigation and creditors

Reduces overall family tax burden

Establishes a clear vision for your operation's future

What To Expect

The Estate Planning Process

Fortune favors the prepared. When you work with AgAmerica, you gain access to top-tier succession planning experts and a dedicated ag-focused team who is committed to your success. Here’s what you can expect during the estate planning process.¹

Introduction

Collaboration

Proposal

Implementation

Experience the AgAmerica Difference.

Ready to take control of your financial future? Contact us today and let's start the conversation about how we can help you achieve your financial goals.

Strategic Products and services described are offered by third parties. AgAmerica and its affiliates may be paid an ongoing or one-time referral fee in relation to clients referred to any such third parties. In some cases, third parties may be responsible for the day-to-day services to clients, and AgAmerica’s role with respect to the [Strategic products and services] is limited to referral and relationship management services. Some [Strategic products and services] may be available to clients without a relationship with AgAmerica.