Broker Check

Finding Your Fit

Farming and ranching is full of uncertainties. Weather. Price fluctuations. Input costs. Government programs. You build your operation year-to-year despite all that. If you’re like most, you’re doing it for succeeding generations.

Client Centered

With all those concerns, the one thing you really need to nail down—the one thing you can absolutely control—often goes begging for attention. You need a sound financial succession plan.

Any uncertainties in this area can lead to disaster. Holdings passed in a simple will or trust can become a burden rather than a blessing to heirs.

Julie Naji is here to give you true insight. Her presentation will not only open your eyes to the potential problems of succession, but will also present real-life solutions you can put in place today. She’s a rare individual who has been working with families and business owners for 28 years, and concentrates her expertise and strategic alliances on helping families formulate and implement farm/ranch continuation plans. These plans help minimize estate taxes and permit equitable transfer of assets to the heirs while maintaining a viable operation.

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