Succession Planning Resources

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Montana State University offers tons of resources on estate planning with recorded webinars, downloadable cheat sheets, and articles on tax law, dying without a will, inheritance vs gifting property, and business transition readiness


Provided by MSU extension, this PDF is a helpful guide laying out the framework for passing on ranching operations and special considerations


This e-manual is offered by Holistic Management International. Farm and ranch transfers can be particularly challenging with the intertwining of people’s homes, childhoods, career development, business opportunities, and personal and business assets. With the increasing loss of agricultural lands to development pressure, the need to keep working lands working is greater than ever. Providing opportunities for the next generation of farmers and ranchers through successful farm/ranch transfers will help support your family and your local community while leaving a lasting legacy for years to come.