Generational Succession Library

Ties to the Land Article 8 – Finding Estate Planning Professionals

Many family forest landowners are “do-it-yourself” types. When it comes to estate and succession planning, there is a lot that you need to do yourself. You need to decide what you want to do, and what you want your family and your property to become over time. However, to actually create your plan will require the help of a team of qualified, competent professional advisors. These advisors will take your vision and help you create a pathway for success that also complies with our complex legal and tax system. Read more about how to create your “dream team” of qualified professionals to ensure your legacy continues in the manner of your choosing.

Ties to the Land Article 6 – Succession versus Estate Planning

Clint Bentz defines Succession Planning as preparing your property and your family for a change in ownership and leadership and Estate Planning as the process of understanding and using the set of legal tools that are available to make sure your Succession Plan happens the way you want it to happen. Read more about Succession Planning and Estate Planning in this guide that is part of the Ties to the Land series.

Ties to the Land Article 5 – Successful family meetings

Regular family meetings are at the heart of any successful family business, and are the meat and potatoes of a successful family transition plan. In this article, Clint Bentz offers tips for planning family meetings that are productive, help the family grow closer, and avoid conflict.