Estate and Tax Planning
Your Complete Guide to Farm Succession Planning
9/9/2025 12:00:00 AM 11 minute
Planning for the future of your farm or ranch can be emotional and complex. These tips will help you sort out your options.
Your Complete Guide to Farm Succession Planning
9/9/2025 12:00:00 AM 11 minute
Planning for the future of your farm or ranch can be emotional and complex. These tips will help you sort out your options.
Can You Get a Tax Break for Hiring Your Children? Guide for Family Farms
9/2/2025 12:00:00 AM 1 minute
Your children can be excellent helpers around the farm, but can hiring them impact your taxes? Find out here.
How Often Do You Need to Update Your Estate Plan?
9/1/2025 12:00:00 AM 1 minute
Wondering when to update estate planning? Learn how often to update your will, use an estate planning checklist and when to consult an estate planning attorney.
9 Estate Planning Tips for Unmarried Couples
7/11/2025 12:00:00 AM 4 minute
Unmarried couples can use this guide to help them protect their assets and pass on their wealth.
The Key Roles Needed for Your Estate Plan
5/6/2025 12:00:00 AM 2 minute
Understand the key roles in estate planning, like executor and guardian, to protect your family and assets. Start building your plan today.
7 Ways to Avoid Tax Identity Theft and Protect Your Personal Information
4/24/2025 12:00:00 AM 2 minute
Tax season can leave you vulnerable to identity thieves. Here’s how to protect yourself.
Estate Planning for the Terminally Ill: 7 Things to Do
4/9/2025 12:00:00 AM 2 minute
Estate planning is crucial for terminal illness. Learn 7 key steps, including updating your will, setting up a power of attorney and securing life insurance.
How to Create an Advance Directive: Dos and Don’ts
3/10/2025 12:00:00 AM 4 minute
An advance directive lets you choose your own medical care. Use this guide to get it right.
Why Do You Need a Will?
2/28/2025 12:00:00 AM 3 minute
In addition to protecting your family, here are some other good reasons to finally make a will.
Understanding How Annuities are Taxed
2/3/2025 12:00:00 AM 2 minute
Getting tax advantages is a major reason for choosing an annuity, which is often used to fund retirement plans. Read more on how annuity taxation can impact you.