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Ranch Legacy works with farming and ranching families and conservation partners nationwide, with roots in Montana.

P: 610-496-9752
E: ranchlegacyplanning@gmail.com

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I get this question a lot… trust vs. will, which one?

A will is a plan for when you’re gone.
A trust is a plan for while you’re still here.
On a ranch, that distinction matters.

But here’s the hard truth, nether a trust no

In a ranching family, every generation plays a role but not every role is the same.

The founder (older generation) is the one who starts it. They take the risk, buy the first cows, secure the land, and do whatever it takes to survive. Grit, sacrific

Your ranch is a business, and how you legally structure it affects:
• Liability and personal risk
• How you’re taxed
• Your ability to bring in partners
• How ownership or management transitions happen

Here’s a simple

Your business structure is one of the most important decisions you’ll make for your operation and it’s not one-size-fits-all!

In my new article with, I walk through the pros and cons of LLCs, S Corps, partnerships, and more — all

Is your ranch or farm ready for the next generation?

In my latest article with @ambrookag, I break down a practical document checklist to help you get organized before meeting with your attorney or accountant. These are the files that keep family o

Trusts aren’t just for wealthy people, they’re great tools for ag operations!

A well designed trust can protect the ranch’s assets from creditors, ensure wishes are carried out after your gone, and help reduce estate taxes + avoid

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