Category Archives: Post

The Personal Property Memorandum

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The law in some states allow a person who has signed a will to use a separate document (Personal Property Memorandum) to direct who will receive certain pieces of tangible personal property after death. Such a list provides a great deal of flexibility without the need to constantly update a will.

To learn more about AG LEGACY materials and for ideas on where to begin see AGLEGACY.org

Should Sorry Have a Place in an Ag Legacy?

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DO you see it as being weak or giving-in if you admit that you are sorry to someone else?
DO YOU feel that you don’t need to apologize or maybe that the other person should apologize to you?
DID YOU KNOW that sometimes it is about being the one to make the first move?
WHAT are some of the ­obstacles that keep us from saying I’m sorry?
DO you know what an apology does; what it does not do? Do you know how to offer a genuine apology; what elements a sincere apology must contain?

Guardianships and Conservatorships

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One of a parent’s greatest fears involves what will happen to his or her minor children in the event of the parent’s premature death or incapacity. It may be a good idea to think about what you would like to happen in a true “worst-case scenario” and undertake legal steps to plan for that situation before it happens.

To learn more about AG LEGACY materials and for ideas on where to begin see AGLEGACY.org

Seven Key Estate Planning Documents

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Estate planning is perhaps the most caring task you can undertake for your survivors. A number of documents may be used to implement and communicate your goals for your estate. AG LEGACY Materials can help understand what your options are.

AG LEGACY Materials can help understand what your options are. To learn more about AG LEGACY materials and for ideas on where to begin see AGLEGACY.org

Where Are We?

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View a free recording about management succession plans and other important topics
…before time runs out!

TO LEARN MORE about succession in your family business and how to discover where you are in the process and for ideas on where to begin see: AGLEGACY.org

Estate Planning Checklist

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Estate Planning Checklist: Information to Assemble Before Consulting Your Attorney. Do you know what what you should have, where to find it, or how to organize the information? AG LEGACY Materials can help understand how to get started.

AG LEGACY Materials can help understand what your options are. To learn more about AG LEGACY materials and for ideas on where to begin see AGLEGACY.org

Where Are We with Management Succession?

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Passing a business from one generation to the next involves transferring both ownership and management of the business from one individual to another. Transferring ownership of the family business assets can be fraught with emotional land mines and the possibility of damaged relationships.

The seven-step Succession Planning Process defines not only how to begin, but also important actions to take throughout the entire transition. Steps include: Establish a Timeline, Establish a Planning Team, Select a Successor, Develop a Written Plan, Communicate the Plan, Plan for Retirement, and Enjoy the Future.

TO LEARN MORE about management succession planning see: AGLEGACY.org