Foundational Estate Planning Series
Estate Planning for Ag Clients
Guest: Bryan Holen
Bryan joined the inSOURCE team in 2020, and was previously an advisor for Principal Financial Group since 2000. He focuses on Business Owner and Executive Solutions and Estate planning, and personal financial planning.
Guest: Monte Schatz
Monte Schatz offers clients a wealth of experience in practice areas vital to business and finance. His expertise includes trust administration, probate, estate planning, tax, and corporate law.
October 26, 2021
This week on Legal Visionaries our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guests, Bryan Holen, a financial advisor with Insource Benefits Group and Monte Schatz, attorney, discuss the unique issues with estate planning for farmers. What all do you need to have in place for a good ag estate plan? How do you transition land and why is it important to have a succession plan? How do you use LLC’s to help with the transition? Is the revocable trust the answer to everything? If you own a farm or have clients in farming, listen in for tips to help build a solid estate plan.