Tag: Family

07 Jul, 2026

For many farm families in Pennsylvania, the farm is more than a business. It is a home, a livelihood, a family legacy, and often the largest portion of the family’s total wealth. That makes succession planning especially important, and often especially difficult. An effective farm succession plan addresses more than “who gets what.” It should … Read More

30 Sep, 2025

“The single biggest problem in communication is the illusion that it has taken place.” George Bernard Shaw.  Perhaps truer words have never been spoken when it comes to intrafamily discussion surrounding financial and estate planning.  In fact, a lack of communication is regarded by most as the single biggest challenge to leaving a lasting legacy.  … Read More

11 Mar, 2023

One difficulty you may experience the during estate planning process is concern about how heirs might use the money and resources you left to them. People spend their entire lives investing in and growing their estate, and many people want to make sure their heirs pay the same respect to these funds.    Although we can’t … Read More