39 North 7th Street
Estate Strategies and Agribusiness Services
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
To help you and your family, I provide two core services to protect your assets:
Developing a transfer plan for your estate is imperative.
I'll work with you and walk you through the process of arranging and anticipating the management of your investments, assets and the like to avoid generation skipping, minimize income tax and secure your family's future.
Because we are dedicated to farm families and farmland owners, we understand transfer is a significant issue to those who own, manage, or value our nation’s agricultural landscapes. We believe that although transfer planning is complex and goes far beyond estate tax planning, it’s what you do when you love the ones who will be left behind.