Generational Planning

Plan for future generations

Let us help you navigate the complex process, which can include general communication, legal, and economic decisions.

Our passion for generational planning derives from our rich history and the invaluable insights that we have developed over multiple generations. Transferring your farmland or ranch to the next generation can be challenging. We are here to help our clients navigate the complex process, which can include general communication and legal and economic decisions.

Timely generational planning is crucial for both the benefactors and those inheriting the land in the future. When the time arrives, estate transitions can be emotional and sometimes come with unexpected obstacles if not properly planned. In addition, proper estate planning can help reduce and avoid unnecessary taxes. Ideally, estate planning is revisited and adjusted yearly to identify changes in tax and other legal requirements.

Hageman Realty’s expert management services give you the edge to ensure you are prepared both legally and financially for what the future holds. Our well-qualified team throughout Indiana, Illinois, Texas, and Wisconsin provides prompt, innovative, and cost-effective generational planning expertise to benefactors and beneficiaries.

Ensure you are prepared both legally and financially for what the future holds.

Hageman Realty Generational Planning aims to:

  • Discuss legal, tax, and economic planning needs, and
  • Collaborate and communicate with landowners and beneficiaries to ensure a smooth transition.

Hageman Realty Generational Planning team offers:

  • Diverse capabilities and resources, with a personalized approach.
  • Hands-on planning techniques and involvement.
  • Knowledge and leadership in estate planning for both benefactors and beneficiaries.

Hageman’s Generational Planning specialties include:

  • Family Farms
  • Farmland values and consultation
  • Farm generational planning and consultation

A few of our focused areas include:

  • Indiana: Benton, Hendricks, White, Carroll, Clinton, Fountain, Warren, Montgomery, Newton, Jasper, Boone, Tippecanoe, Pulaski, Parke, and Vermillion Counties
  • Illinois: Iroquois, LaSalle, Bureau, Putnam, Dekalb, Grundy, Livingston, Woodford, and Marshall Counties
  • Wisconsin: Lake Mills, Iowa, and Grant Counties
  • Texas: North East Texas, and Red River, Lamar, Delta, Hopkins, and Franklin Counties

Testimonials

We value our relationships

"We were very pleased with our experiences in working with the Hageman Realty Team in the efforts to sell our Wolcott farm in 2018. The Hageman Team worked smoothly together with several potential local buyers and achieved a final result above the initial asking price. It was a wonderful joint effort between us (living in Florida) and their team based in Remington, Indiana."
by Roger Foulks
White County
"I would highly recommend Hageman Realty, they worked very hard and were very fair in getting a farm sold for us. There were always honest and upfront with every situation that arose and handled the transaction seamlessly. Thanks to Jocque, Sara, and Hinnerk!"
by Jeff Myers, Vice President | J Myers, Inc.
Montgomery County, IN
"As a Realtor myself, I appreciated the professionalism, communication, and attention to detail that Hinnerk and his team showed in working with my family to sell our 440 acre farm. They made what could have been complicated, a seamless and smooth transaction. I would highly recommend him and Hageman Realty."
by Beth Wardlaw
Hamilton County, IN
"My experience with Hageman Realty goes back many, many years: to 1983 to be exact. Since that time, we have experienced together the many ups and downs in the ag market. Looking back gives me courage as we look ahead, working together to navigate this ever-changing landscape. With the Hageman Realty firm the next generation is in charge, as is the case in our farming operation. Sara, as her father did, brings the knowledge and compassion that I appreciate when striving to satisfy all involved with the management issues of farmland ownership."
by Dan Stoller
Newton County, IN
"Service and integrity describe Hageman Realty. We built high levels of trust early in our relationship and they helped us locate property for our Midwest expansion."
by Jon Hoek | Summit Livestock Facilities
Jasper County, IN
"As a inexperienced land buyer Sara’s experience was very helpful in helping me find the type of property that best suited my needs. Sara also did a great job helping me negotiate a deal that worked well with my budget and did a lot of extra legwork that saved me valuable time. In the future no matter if I am buying or selling Sara will be my first call. Thanks for your timely and professional touch."
by Bart Maxwell
Montgomery County, IN

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