LEGACY INSIGHTS

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

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. …
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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. …
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Separating Farm Ownership From Management: A Plan

Separating Farm Ownership From Management: A Plan

Separating farm ownership from management is how you finally hand over the reins. Heidi answers Mike, 60, whose dad still runs the show at 85. …
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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. …
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Why Founders Fear Farm Succession: 3 Honest Reasons

Why Founders Fear Farm Succession: 3 Honest Reasons

Why do founders fear farm succession? My husband Kirk and I unpack the 3 real reasons, control, change, and conflict, and how we moved past them. …
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Why Farm Succession Plans Fail: 5 Real Family Stories

Why Farm Succession Plans Fail: 5 Real Family Stories

Why do farm succession plans fail? Usually it isn’t the paperwork, it’s communication. Heidi Olson shares 5 real family stories and their lessons. …
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Family Farm Transition to the Next Generation: Start Here

Family Farm Transition to the Next Generation: Start Here

Family farm transition to the next generation starts with the right questions, not all the answers. Meet Heidi Olson and protect your legacy. …
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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. …
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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. …
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