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Estate Planning

Badgerland Financial will help prepare your estate for the future.

Be prepared when it comes time to divide your estate so that it will not divide your family.

Wisconsin Estate Tax Eliminated

When it comes to estate and farm succession planning, start early.

  • Don’t wait for a serious health issue or advanced age to make a plan, because many tax and cost saving opportunities can’t be used in these instances
  • Time becomes a very limiting factor
  • Many families have suffered emotionally and financially because there was no will or farm succession plan firmly documented when their loved one died

At Badgerland Financial, we understand estate planning is never easy and can be an overwhelming process, especially for farm owners and those living in the country. That’s why we’re here to help. Our tax and estate planning experts have 20+ years experience in the areas of:

  • Tax planning
  • Gift planning
  • Farm succession planning
  • Farm business entities
  • Creating and managing trusts
  • Probate process
  • Estate planning
  • Estate tax preparation

Badgerland Financial also has experience in helping with the estate plans of those who don’t plan to pass their farm operation to succeeding generations. We are knowledgeable in:

  • Farm sales
  • Sale of development rights
  • Gifts to charitable foundations
  • Charitable remainder trusts
  • Easements
  • Connecting farm buyers with farm sellers

Contact Badgerland Financial to see how we can help prepare your estate for the future.

 

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