Legacy Workbook

Click the links below to access a PDF version of the Farm Journal Legacy Project Workbook.


Introduction Legacy Workbook


Chapter 1: Can We Talk?

A comprehensive succession plan builds families and futures.


Chapter 2: You Matter

Your thoughts and desires about the farm business are important.


Chapter 3: By Design or Default?

A sound plan helps maintain focus during the succession process.


Chapter 4: Is It Time?

How to know when to pass on the operation to the next generation.


Chapter 5: The Right Foundation

A viable business model grows a more robust operation.


Chapter 6: Prepare to Lead

Business leadership transition doesn’t happen overnight.


Chapter 7: A Key to Continuity

A buy-sell agreement is key to keeping the farm together.


Chapter 8: Ready for Retirement?

A fully funded retirement plan is paramount to successful transition.


Chapter 9: Protect the Farm

Manage estate taxes with comprehensive succession preparation.


Chapter 10: Draft Your Team

A professional succession planning team makes all the difference.


Chapter 11: The Miracle of Commitment

Commit today to ensure future business and family success.


Glossary and Action Guide