Transition Planning Steps
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How Land As Your Legacy Can Help

Through the Land as Your Legacy program, we can help ensure the seamless transition of your farm or ranch to the next generation.

Land As Your Legacy

Watch a short video that walks you through the 5 key elements of transition planning.
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When you first meet with us, we will walk you through the five key elements of the transition-planning process. You can trust we'll be there to help you navigate the following:

Succession Planning

In this phase, we'll think about what’s in the best interest of your farm or ranch. We'll give you the tools you need to hold a family meeting so you and the next generation can decide who will be running operations in the future.

Business Planning

We'll examine your operation and evaluate its profitability and health. That way, we can help you determine if the farm can support or grow to support multiple families in the future.
Learn about key person benefits

Risk Management

You need to identify, address and prepare for risks – and we can help. We'll discuss if you should have a plan in place for long-term care expenses, or if supplemental income or insurance is needed by either generation.
Learn about long-term care
Learn about disability insurance
Learn about agribusiness safety and risk management

Financial Independence

This phase includes a discussion about the current generation. We'll help you determine if you can afford to retire and perhaps transition to a mentoring role for the next generation. In this scenario, the current generation helps transition agreements and relationships, while the new generation learns the intricacies of farm management.

See where your retirement progress stands using the My Interactive Retirement PlannerSM.

Estate Planning

In this last phase, our goal is to have a fully-formed plan in place for you. That way, you can work effectively with an attorney to create any documents you may need, such as business documents or beneficiary designations.
Estate planning basics

For more information about transition planning, return to the Land As Your Legacy® home page or contact us at 1-855-529-2729 or

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