FINANCIAL
Estate Services
Protect your loved ones and your financial goals.
Why should you prepare your estate?
Preparing your estate can be an efficient way to distribute your assets with minimal loss and delay.
- Avoid unnecessary reduction of your estate
- Provide financial security for your heirs
- Information provided at no additional cost through your Indiana Farm Bureau membership
Wealth Transfer Strategy
- Have you accumulated sufficient assets to consider a family legacy?
- Do you want to maintain control of assets during your lifetime?
- Do you have a specific purpose for your legacy, such as college expenses for your grandchildren?
If you can answer “yes” to any of these questions, a wealth transfer strategy may be for you.
Business Continuation Planning
Take steps to make sure that your family is provided for and your business is protected when making the transition to the next generation.
- Make sure your business survives
- Ensure your inheritance is distributed fairly to your family members
