Charitable Remainder Trusts: A Smart Tax Strategy for Retiring Farmers A Charitable Remainder Trust (CRT) is a legal structure that allows you to sell assets tax-free, generate retirement income, and support a charity of your choice. Here’s how it…
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Estate Planning for Physicians: Protecting Your Legacy with Wagner Oehler As a physician, you’ve spent years caring for others—but have you taken the time to care for your own future? Estate planning might not be the most exciting topic, but…
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Why Are There So Many Trusts in the Plat Book? And What Even Is a Trust? If you’ve ever looked at a plat book, you’ve likely noticed that a lot of land is owned by trusts. But why is that? And what exactly is a trust in the first place? At Wagner…
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You’ve Got Your Estate Plan—Now What? On behalf of the entire team at Wagner Oehler, thank you for trusting us with your estate plan. An estate plan is really just a strategy—it’s a way to leave behind a manageable to-do list for your loved o…
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Michael Jackson’s Estate Sells Music to Sony for $600M Michael Jackson passed away in 2009, but the settling of his estate continues more than 15 years after his death due to a lingering tax dispute with the Internal Revenue Service (IRS) and other…
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What Is Stepped-Up Basis and Why It Matters in Estate Planning Stepped-up basis is one of those topics that comes up a lot when we’re working with farm families on their estate plans. It’s a tax tool that can make a big difference, but like any t…
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Wills, Trusts, and Dying Intestate: How They Differ Most people understand that having an estate plan benefits them and their loved ones. However, many individuals do not initiate the estate planning process because they do not fully understand the n…
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The Passing of James Earl Jones “No, I am your father.” These words, uttered by James Earl Jones in his voice-over role as Darth Vader, are indelible in the minds of Star Wars fans. Jones is also well known for voicing Mufasa in The Lion King and…
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Can you really give the farm away without paying gift tax? How much can you discount your farm sale and avoid gift tax? A Farmer’s Guide Planning for the future of your farm is one of the most important steps you can take to protect your legacy. A…
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How the History of Your Farm Reveals Succession Planning Lessons Farm succession planning is not just a consideration for the next generation. Often the current farming generation is also a success story of succession planning for generations past. F…
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