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GEO

Empowered by strengths. driven by purpose.

Empowered by strengths. driven by purpose.Empowered by strengths. driven by purpose.Empowered by strengths. driven by purpose.

AGRICULTURAL ESTATE PLANNING

Estate Planning for land, farms and ranches using a team approach to protect the assets.

OVERVIEW

Agricultural land is more than a financial asset—it’s a legacy of stewardship, identity, and generational resilience.  Estate planning for agricultural land is a complex and highly personal process that requires careful consideration of both long-term and short-term strategies.  As landowners face aging demographics, evolving tax laws, and shifting family dynamics, estate planning becomes a critical tool for ensuring continuity, equity, and impact.

TEAM APPROACH

The best and most successful estate plans involve a team of experts all working for you the landowner.  We work with your Legal Counsel, Accountant (CPA) and Wealth Management Estate Planning Team and you to design an Estate Plan that meets your goals.  

sUCCESSION STRATEGY

Design plans that ensure smooth generational transitions and preserve legacy.

aSSET PROTECTION

Minimize tax burdens and legal risks while securing long-term asset viability.

FAMILY & STAKEHOLDER ENGAGEMENT

Facilitate clear communication and equitable planning across heirs.

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Agricultural land transfer is not a transaction—it’s a transformation. With thoughtful estate planning, landowners can ensure their legacy endures, their values are honored, and their impact continues across generations.


If you have questions or wish to visit further, please reach out to us to learn more.  



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