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