Legacy Project: Legacy Project 2011 Report

Case Studies

• A Retirement Plan You Can Bank On
• Homecoming
• Peace of Mind
• The Journey Begins
• The Farmer’s Daughter
• What Makes Them Tick
• Family Business Evolution
• The Paper Chase
• Succession Setbacks
• One Step at a Time

Perspective

• One Big Happy Family
• A Season of Transitions
• The Rewards of Retirement
• Endurance for Generations

Tools & Techniques

• New Era of Tax Planning
• Estate Tax Lingo
• 10 Lessons for Developing a Farm Successor to Manage and Lead
• Once-and-for-All Change
• Do You Need an Entity?
• The Most Important Documents

Ask Kevin

• How Safe Is Your Base?
• She Wants to Come Home
• Make Way for the Next Generation
• Select the Right Adviser
• Create a Succession Road Map

Resources

• A Place to Start
• Where to Go for More Information
• Online Legacy Tools