Let’s look at the work you’ve done on off-farm investing and wills and estate planning. You need to make some choices so things can move ahead in a way that benefits you and those you care about.

A. Review your work on off-farm investing for owners under Consider Off-Farm Financial Investments with your spouse (if applicable) and refresh your memory on why you marked the options as Keep/Rule it out/Our decision. If you haven’t made your decision yet, do so now. You may want to circle back with your advisors if you’re unsure how to decide. Note your decision(s) and mark the remaining options as ruled out.

B. Review your work on wills and estate planning under Consider Wills/Estate Issues with your spouse (if applicable) and refresh your memory on why you marked the options as Keep/Rule it out/Our decision.If you haven’t made your decision yet, do so now. You may want to circle back with your advisors if you’re unsure how to decide. Note your decision(s) and mark the remaining options as ruled out.

Assignment

I’m done making these individual decisions. Let's create a blended timeline.

If you're an owner, read the section to Make Your Joint Decisions. If you're a successor, continue on below.