Succession Planning

The old drugstore in Allerton, Iowa, dates to the late 1800s. Ross and Lorena Blount had visited the store many times over the years and got a chance to purchase it in its second century of operation.

Willow & Co.’s present profit is anchored in the past

Will and Laura run Willow & Co., a well-oiled farming machine squeezing every drop of profit from a shrinking commodity barrel. Pennies and nickels are precious in an anemic market, and the duo adheres to a strict regimen of efficiency, diversification and adjustment. The overall machine is geared for present gain, but the parts are deeply rooted to the past.

Friends team up to drive a vertically integrated family business.

Friends team up to drive a vertically integrated family business.

You’ve thought about who will run your farm in the future. You may have even identified the next leader. But have you shared those plans and dreams with your team?

Use entities to avoid succession disasters.

Your farm’s future path might be winding and complex but starting the process can be simple.

Father-son duos take charge of their transition timelines.

Laws, circumstances and assets change over time. Do your estate planning documents reflect your current goals and wishes?