Legacy Leaders Podcast

With family business there can be challenges that may feel insurmountable. If you are open to exploring solutions you can always find a way to overcome family differences and struggles.

Considerations for when it makes sense to get a full appraisal and when to consider a Broker Price Opinion (BPO) to explore land values.

Outside of business investments, how to think about diversifying your savings options.

An overview of 1031 exchanges and the options that you may be able to utilize outside of land purchases.

An introduction to our perspective of artificial intelligence.

Discussing the importance of being aware of your mental health state and outlining a simple breathing technique that can be done anywhere to reframe your mind.

As we build on the previous two sessions regarding Estate Planning, in this episode we cover what it means to be "over the limit". We will introduce options you may consider exploring to limit your Federal Estate tax exposure.

As a follow up to the kickoff Estate Planning Limits session, in this episode we discuss where the Federal Estate limit is and what it might mean for you if you fall under the limit.

As you think about your Estate there may be some considerations depending on how much personal wealth you accumulate during your lifetime. We will set the stage for what you should be considering as you think about Estate Planning.

An overview of historical farmland returns and considerations for purchasing farmland.