Financial Tools

Succession Planning Part 4: Succession, California Style, or How Prop 13 Affects Everything

October 23, 2014

When people work on their succession planning, estate taxes loom large in their minds.  We all worry that paying the estate tax will break the business and try to plan accordingly.  This may be the least of our problems, at least in California.  An estate tax is a one-time deal; but a change in property […]

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Succession Part 3: Assembling a Rough Inventory of Your Possessions

August 12, 2014

We’re finally getting into the nuts and bolts of succession planning.  One of the first concrete steps you need to take is to get a handle on what you own and what it’s worth.  This inventory includes all of your possessions, not just your land.  Successful strategies depend on knowing what your assets are and […]

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Wildlife Habitat Incentive Program (WHIP)

March 23, 2014

The Wildlife Habitat Incentive Program (WHIP) is a voluntary cost-share program for landowners who want to develop and improve wildlife habitat on agricultural land, nonindustrial private forestland and Indian land. The Natural Resources Conservation Service (NRCS) administers WHIP to provide technical assistance and up to 75% cost-share assistance to establish and improve fish and wildlife […]

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