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Estate Planning Terms

Retirement and Estate Planning

Estate Planning Terms

Brief explanations of critical estate planning concepts and terms.

Estate Planning Glossary

 

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Testimonials

Worth it

It was worth it to hire professionals to guide us through the process.

L.A., Ashley Farms

Planning went well

Our planning went so well because we used experts and researched the alternatives carefully before deciding which way to go.

S.D., Heritage Hill Farm

Worthwhile Effort

If you … love the farm and want to see it remain as a farm, then developing a method of transfer … is a worthwhile effort.

A.F., Suydam Farms

Farm Transfer Planning

Farm transfer planning can work, but it has to be done right and with the right people.

E.J., Johnsen Farm
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