About this Session

It Takes A Plan To Build A Legacy And An Estate Plan To Protect It

Presented by: Kevin Bearley, Principal, Pinion

The most common regret we see with farm families is not having a comprehensive estate and next gen plan when it’s time to pass the business on to family or transition to new ownership. It’s crucial that you make sure your planning fits with your desires and dovetails in with current and future situations that arise. Pinion estate plan advisor Kevin Bearley will provide an overview of the process, and the benefits of creating a plan that extends beyond having a will and/or living trust.