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Here, you will find tools, resources, and expert tips to keep moving forward with your succession planning goal. Our newsletter and archives cover important topics like estate planning, inheritance taxes, and family communication. We offer articles, checklists, and case studies to help you understand the transition process.

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Probate vs. Nonprobate
Probate vs. Nonprobate

How to use the best of both.

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Succession Plan Document Checklist
Succession Plan Document Checklist

Make sure you have the right documents.

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Ranch Transfer: A Two-Way Street Between Generations
Ranch Transfer: A Two-Way Street Between Generations

Determining where to begin. Strategy # 1 for the incoming generation.

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Why Most Ranches Don’t Make It to the Third Generation (and how to fix it!)
Why Most Ranches Don’t Make It to the Third Generation (and how to fix it!)

Management vs. Ownership

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Inheritance Taxes & Your Family Ranch
Inheritance Taxes & Your Family Ranch

Don’t let inheritance taxes be the death of your operation.


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Your Succession Plan Team (who’s on it)
Your Succession Plan Team (who’s on it)

Don’t go at it alone. Have the right people by your side.

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What is Succession Planning, Anyhow?
What is Succession Planning, Anyhow?

It all begins with preparation.

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Ranch Estate Planning Tip! When it comes to passing down your ranch to the next generation, understanding probate vs. nonprobate is essential! Here’s what you need to know… ⚖️ Probate: The court-supervised process where your assets, l
“The best gift my parents ever gave me was a portfolio of the ranch’s documents.” - 3rd generation rancher Make sure you have all the documents you need to start the farm/ranch succession process. Comment DOCS below👇 and we&rsquo
You’re the entering (“junior”) generation on the ranch and you want to figure out how to get the succession ball rolling BUT your parents haven’t done anything about it yet… Sound familiar? You might have to take the
Who will OWN what? And who will RUN what? These are the two biggest considerations in an estate plan involving a family business. Separating ownership and management is important when it comes to planning your ranch’s future. We can help with
What’s in a ranch succession plan? Lots of things! But here’s a few of the biggest elements to consider. #ranching #farming #successionplanning #legacyplanning #estatelaw #estateplanning #ranchfamily #farmfamily #legacy
Inheritance taxes... Don’t let them be the (financial) death of your family’s ranch! Preparing for inheritance and estate type taxes now will save your family money in the future. Check out the “learn” section on our website