LSB Wealth Management

Succession Planning for Farmers

Position the next generation for success.

  • Preserve your farm's legacy
  • Preserve your farm's value
  • Provide for financial basics

Your land, your legacy. We'll help you with a smooth transition.

When it comes to passing your farm to the next generation of caretakers, even the thought of handing over your farm can be uncomfortable. We'll help you develop a successful transition plan so you can have the appropriate discussions with your family. 

Our goals are to provide an orderly transition of ownership and management and turn illiquid assets into cash for taxes and expenses, all while protecting what you've built.

Let's discuss how we can keep your legacy alive. Please take a moment to complete this form and we'll be in touch with you soon. 

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Please DO NOT send any of your vital account information or sensitive personal information on this form. This includes account number, login ID, passwords, Social Security Number or birthdate. This form is NOT a secure form of communication.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MO, MS, NE, NJ, NY, OH, OR, PA, SD, TN, TX, VA, WI, WY.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lincoln Savings Bank and LSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LSB Wealth Management, and may also be employees of Lincoln Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lincoln Savings Bank or LSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value