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HOME
SERVICES
LEARN
ABOUT
CONTACT
HOME
SERVICES
LEARN
ABOUT
CONTACT
The Challenges of Transitioning: Navigating the Complexities of Working Land
Caitlyn Kelly 3/29/25 Caitlyn Kelly 3/29/25

The Challenges of Transitioning: Navigating the Complexities of Working Land

Options to consider for easy land transfer.

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Trusts: Protecting the Family Ranch
Caitlyn Kelly 1/30/25 Caitlyn Kelly 1/30/25

Trusts: Protecting the Family Ranch

An effective tool for asset management.

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Probate vs. Nonprobate
Caitlyn Kelly 1/20/25 Caitlyn Kelly 1/20/25

Probate vs. Nonprobate

How to use the best of both.

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Succession Plan Document Checklist
Caitlyn Kelly 12/22/24 Caitlyn Kelly 12/22/24

Succession Plan Document Checklist

Make sure you have the right documents.

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Ranch Transfer: A Two-Way Street Between Generations
Caitlyn Kelly 11/29/24 Caitlyn Kelly 11/29/24

Ranch Transfer: A Two-Way Street Between Generations

Determining where to begin. Strategy # 1 for the incoming generation.

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Why Most Ranches Don’t Make It to the Third Generation (and how to fix it!)
Caitlyn Kelly 11/15/24 Caitlyn Kelly 11/15/24

Why Most Ranches Don’t Make It to the Third Generation (and how to fix it!)

Management vs. Ownership

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Inheritance Taxes & Your Family Ranch
Caitlyn Kelly 11/1/24 Caitlyn Kelly 11/1/24

Inheritance Taxes & Your Family Ranch

Don’t let inheritance taxes be the death of your operation.


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Your Succession Plan Team (who’s on it)
Caitlyn Kelly 10/18/24 Caitlyn Kelly 10/18/24

Your Succession Plan Team (who’s on it)

Don’t go at it alone. Have the right people by your side.

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What is Succession Planning, Anyhow?
Caitlyn Kelly 10/4/24 Caitlyn Kelly 10/4/24

What is Succession Planning, Anyhow?

It all begins with preparation.

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Ranch Legacy works with farming and ranching families and conservation partners nationwide, with roots in Montana.

610-496-9752

ranchlegacyplanning@gmail.com

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Transitions in ranching & farming are tough—especially when it comes to land ownership. Many families wait until it’s too late, but proactive planning can protect your legacy and keep operations thriving. Here are some options to cons
Let’s talk about trusts…

Planning for the future of your ranch is about more than just the land—it’s about securing the legacy for generations to come. A trust can be an essential tool to ensure that your ranch remains in th
Ranch Estate Planning Tip! 

When it comes to passing down your ranch to the next generation, understanding probate vs. nonprobate is essential! Here’s what you need to know…

⚖️ Probate: The court-supervised process where your assets, l
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