You asked the questions and Justin Bates is here to answer them! Justin Bates of Strategic Financial is joining me to answer your questions about farm and ranch succession planning. We all know this may be an uncomfortable discussion to have with family but Justin is sharing why it is so important that you take the step, get uncomfortable, and get started on succession planning sooner rather than later.
In this episode, we’re sharing helpful information to help you begin to think through succession planning for your family operation. Justin is breaking down ownership versus management succession, federal exemption amounts, and strategies to combat high valuation of farms and ranches. Whether you’re just starting the estate planning process or are refining an existing plan, Justin has valuable advice and insights to help guide you through succession planning confidently.
Listen to the previous episodes in the Justin Bates Financial Podcast Series
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