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Focus On Making Your Succession Plan Fair, Not Equal

When it comes to succession planning, Travis Shuring, a financial advisor with Edward Jones, wants to make sure families are protected. This is something he does by helping put the proper plan in place, but also making sure expectations are accurate for everyone involved.


“The first thing I remind clients is that when we look at your legacy, fair is not always equal,” Shuring says.


According to Shuring, what might be considered equal doesn’t always make sense when the succession plan involves family members who actively work on the farm and others who do not.




By CHEYENNE KRAMER

December 22, 2023

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