Editors Note: The holiday season is often a time to reflect on the year's accomplishments and to celebrate family. This story is part of a three story series about the struggles and successes of members of the Farm Journal Legacy Project family, the three Legacy Project case studies you have followed in Farm Journal, Top Producer and Dairy Today magazines this year.
May, 2011 by Jim Dickrell
After months of document collection and analysis, Legacy Project advisors were finally able to sit down with Greg, Julie, Jim and Kathy Moes in late April to start sifting through options.
They met with Kevin Spafford and Josh Sylvester, transition planning experts who lead Farm Journal’s Legacy Project. What the Certified Financial Planners found shocked the Moes:--> Continue Reading
July, 2011 by Jim Dickrell
Perhaps the least fun job in family business transition planning is gathering the documentation to give planners a complete picture of the business—its structures, its assets and strengths, its liabilities and vulnerabilities.