
Now What Do I Do: The Initial Steps to the Estate Plan
March 25 at 11:00 am - 12:00 pm CDT
This session builds on the foundation established in the first webinar by providing a practical roadmap for initiating the estate planning process. JR Glenn will outline the essential first steps farm families should take when beginning their estate planning journey, including gathering necessary documentation, identifying key stakeholders, and understanding various planning tools available. The discussion will cover critical considerations such as business succession, tax implications, and risk management strategies. Participants will leave with a clear understanding of how to begin implementing their estate plan and when to engage professional assistance.