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Articles tagged under: estate planning

Defending the Legacy

Published September 17, 2023

There is a difference between a tax preparer and a tax strategist. Freedom Finance Group CEO Marissa Nehlsen said a tax preparer simply takes a customer's information and prepares the return and a tax strategist provides options "on how to…

“If You Don’t Have a Plan, the State Has One For You”

Published August 31, 2023

Founder of Braintrust Ag and agri-business advisor Clint Fischer says farmers and ranchers have a hard time making estate planning a priority and taking the first steps. “It takes time, uncomfortable conversations, it costs money to engage professionals putting together…

Prepare for Transitioning the Farm to the Next Generation

Published September 8, 2022

Forty percent of American adults have no estate plan in place. Freedom Financial Group CEO Marissa Nehlsen says that means decisions have not been made to transition the farm from one generation to another. "What do you with operations? What do…

Articles tagged under: estate planning

Defending the Legacy

“If You Don’t Have a Plan, the State Has One For You”

Prepare for Transitioning the Farm to the Next Generation

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