Category: Estate Planning

Thoughtful guidance for farm families navigating succession, leadership, and legacy.

How to Vet Your Farm Succession Team

How to Vet Your Farm Succession Team

How to vet your farm succession team, advisor by advisor. Heidi Olson shares the red flags and questions for your attorney, accountant, lender, and more. …
How Life Insurance Provides Farm Succession Liquidity

How Life Insurance Provides Farm Succession Liquidity

Life insurance liquidity for farm succession is the cash that keeps families from selling land under pressure. Heidi Olson breaks down what it really solves. …
5 Common Farm Life Insurance Mistakes to Fix

5 Common Farm Life Insurance Mistakes to Fix

Five common farm life insurance mistakes, from paying heirs directly to over-assigning a policy to the bank, and Heidi Olson’s fix for each. …
Infinite Banking for Farmers: Be Your Own Bank

Infinite Banking for Farmers: Be Your Own Bank

Infinite banking for farmers, with Mary Jo Irmen of Farming Without the Bank: use whole life cash value to control your financing and make the bank plan B. …
Who Should Own Your Farm Life Insurance Policy?

Who Should Own Your Farm Life Insurance Policy?

Who should own a farm life insurance policy, and who should receive it? A plain guide to purpose, ownership, and beneficiary routing that works. …