The first step is to document your Family Tree. The Family Tree diagram is a helicopter view of your family and a great visual way to see who is involved in the Succession Planning process.
Take note of ages, marital or relationship status, who might have been divorced, and so on. A family tree is an easy way to see where family assets could potentially go.
Assets Mud Map
The Mud Map shows your family farm and off-farm assets. It is a basic diagram to reflect the size of the estate, the number of people involved, and the goals.
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