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We know that legal planning isn’t just about documents — it’sabout people, priorities, and peace of mind.
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Why a Will Alone Is Not Enough for Farm Succession Planning
For many families, creating a will feels like a responsible and sufficient step toward planning for the future. It’s often viewed as the document that will “take care of everything” when ownership needs to transfer. While a will is an important legal tool, relying on it alone is rarely enough when it comes to farm succession planning. Farms are complex. They are businesses, livelihoods, and legacies all at once. A will may dictate who inherits assets, but it does not address
Plan Wise Legal
3 days ago4 min read
How Gifting Assets Impacts Taxes for Individuals and Business Owners
Gifting assets is often viewed as a generous and straightforward way to support loved ones or transition wealth to the next generation. For families and business owners, it can feel like a proactive step — one that reduces future estate concerns and helps successors get established sooner. However, gifting is rarely as simple as it sounds. From a tax and legal perspective, gifting assets can create consequences that are not always immediately visible. Understanding how giftin
Plan Wise Legal
5 days ago3 min read
Choosing the Best Estate Planning Attorney: Estate Attorney Selection Tips
When it comes to securing our future and protecting what matters most, choosing the right estate planning attorney is a decision we cannot take lightly. It’s about more than just legal documents. It’s about trust, clarity, and peace of mind. We want someone who listens, understands our unique needs, and guides us gently through the complexities of estate planning. Together, we’ll explore how to find that perfect partner in this important journey. Why Choosing the Right Estate
Plan Wise Legal
5 days ago4 min read
Comprehensive Services for Senior Care: Understanding Elder Law Services
When we think about planning for the future, especially as we or our loved ones grow older, it’s natural to feel a mix of emotions. There’s hope, concern, and sometimes uncertainty. That’s why having a clear understanding of services for senior care is so important. It helps us feel more confident and prepared to face the challenges that come with aging. Today, we’ll walk through the essentials of elder law and how it supports families and individuals in securing their futur
Plan Wise Legal
5 days ago4 min read
What Counts as an Asset in Estate Planning? A Practical Guide
When people hear the word “asset,” they often think of bank accounts or real estate. In estate and tax planning, however, assets are far broader — and often more complicated — than expected. Understanding what counts as an asset is one of the most important first steps in creating an effective legal plan. Assets are not just what someone owns today. They include rights, interests, and property that may have legal or financial value in the future. Overlooking assets — even uni
Plan Wise Legal
6 days ago2 min read
We’ve Been Meaning to Do Farm Succession Planning… But Where Do We Even Start?
For many farm families, the hardest part of succession planning isn’t understanding why it matters. It’s figuring out how to begin . You may have talked about it at the kitchen table. You may have said, “We should really get this figured out someday.” You may even agree that it’s important. But when you try to imagine the first step, it can feel unclear, overwhelming, or emotionally loaded. That uncertainty often leads to delay—not because you don’t care, but because you don
Plan Wise Legal
7 days ago3 min read
How Does Farm Succession Planning Work?
If you’ve been thinking about farm succession planning but feel stuck on the practical questions— What’s the process like? How long does it take? What does an attorney actually do? —you’re in the right place. Most farm families don’t avoid succession planning because they don’t care. They avoid it because it feels big. Emotional. Complicated. And honestly… easy to postpone when there’s always another season, another project, another deadline. Yet research continues to show th
Plan Wise Legal
7 days ago4 min read
Do I Even Need Farm Succession Planning?
Understanding Why Planning Matters for Your Farm, Your Family, and Your Future Farming is more than a business — it’s a legacy. It’s early mornings, family memories, and years of hard work. But when it comes to passing that legacy on to the next generation, many farm families pause and wonder: “Do I even need succession planning?” If you’ve asked that question yourself, you aren’t alone — and the answer is more important than you might think. What Farm Succession Planning Rea
Plan Wise Legal
Feb 23 min read
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