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A Document Checklist for Farm and Ranch Succession Planning
Caitlyn Kelly 10/15/25 Caitlyn Kelly 10/15/25

A Document Checklist for Farm and Ranch Succession Planning

Getting these documents together can save you time, money, and lead to better decisions.

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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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Your business structure is one of the most important decisions you’ll make for your operation and it’s not one-size-fits-all! 

In my new article with, I walk through the pros and cons of LLCs, S Corps, partnerships, and more — all
Is your ranch or farm ready for the next generation? 

In my latest article with @ambrookag, I break down a practical document checklist to help you get organized before meeting with your attorney or accountant. These are the files that keep family o
Trusts aren’t just for wealthy people, they’re great tools for ag operations! 

A well designed trust can protect the ranch’s assets from creditors, ensure wishes are carried out after your gone, and help reduce estate taxes + avoid
Let’s be blunt—waiting to plan for the future of your ranch could cost your family the whole darn thing! 

Too many operations wait until someone gets sick, dies, or wants out. By then, tax options are limited, decision-making is emotiona
Succession Doesn’t Have to Mean Conflict!

Agricultural operations and their legacies are built over generations—but they can also be undone in a single conversation gone wrong. That’s where succession mediation comes in.

💬 Mediat
Succession isn’t just a plan, it’s a conversation!

Land. Legacy. Livelihood.

The toughest part of ranch succession planning? It’s not taxes or lawyers — it’s family dynamics.

🏡 Who’s staying?
📝 Who’s lea
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