Generational Planning Support

Protecting your family’s future starts with careful legal and estate planning. This process involves creating a will, establishing trusts, and designating beneficiaries to ensure your land is passed on according to your wishes. Starting early will help your family avoid the challenges associated with outdated or incomplete wills, unclear ownership structures, and overlooked tax implications. Hageman Realty helps you navigate these complexities with your legal counsel, ensuring a smooth transition and minimizing potential conflicts for your heirs.

Strategic tax planning is crucial for preserving your family’s inheritance. We consult clients to help navigate complex tax laws, including estate taxes, capital gains taxes, stepping-up in basis, the benefits of 1031 exchanges, and strategizing the most tax efficient timing. Your unique family goals, heirs, estate value, and current and future tax laws all contribute to developing the most advantageous strategy for your estate, which we will design with your best interests in mind. If you want to liquidate the most tax efficient time to sell. 

By minimizing your tax burden, you maximize the value of your assets for future generations. We’ll work closely with you to explore financial resources, identifying the right financial experts for your land goals and how to create a tax-efficient plan, helping your family to receive the full benefit of your hard work.

A well-structured farm management plan is essential for long-term success. We help you establish a solid foundation for your farm’s future, covering everything from lease negotiations and financial management to land improvement projects and sustainable farming practices. By establishing a clear, agreed-upon farm management plan, you can ensure a smooth transition for the land, clear expectations and a shared vision among your heirs, financial stability and legal compliance for years to come, and a future of continued returns on your investment. We can also help you develop a plan to slowly transition to complete farm management to make it easier for the next generation to maintain your land heritage.

Hageman Realty will make sure you are optimizing operations and maximizing returns, ensuring your land remains profitable and productive for generations to come.

Understanding your land’s true value is essential for making informed decisions about its future. Our expert appraisal services provide accurate valuations based on soil composition, drainage, conservation practices, fertility, and other factors. 

As real estate experts, we also guide you through the sales process when selling your land. Hageman Realty will help determine the best method of sale, whether through traditional listings, auctions, or other methods, ensuring you receive the best possible return on your investment and secure a smooth transition for your family.