Liquidity Planning


  • 2032A

    Examine Internal Revenue Code Section 2032A and its potential role when being used to reduce estate taxes.


  • Estate & Gift Tax

    Omnibus Tax Bill Signed for Estate & Gift Tax, allowing trusts and some other entities to qualify for the extra $4,000,000 exemption.

Risk Protection


  • LLC

    Secure your farm’s legacy with an LLC which provides a means of personal asset protection.


  • Captives

    A captive insurance company helps manage the risks of a parent company or closely related businesses.

Long Term Care


  • Next Generation

    Plan for long term care coverage, to protect the financial security of the next generation.


  • Key Person Coverage

    Recieve protection for your Family’s Farm in case of loss or disability of a key person to your operation.