Green Horizons

It has been a year now since David and I have been writing a series of articles on estate planning for the woodland owner entitled “Preserving the Family Forest.” We hope that these articles have been informative for you and your families.

We have covered general topics such as:

• Developing a vision statement to help guide complex and difficult decisions.
• Deciding which specialists you need when designing an estate plan to ensure your wishes and desires are in place when it comes time to pass the forest on to your heirs.
• Communicating with your heirs on your desires for the property at your death.
• Introducing your estate team to the heirs.

Each of these topics has been written as purely hypothetical and general in nature.

While these articles may be interesting and informative, we feel GH readers would be able to relate better to real live examples of estate plans in progress. For that reason, we are soliciting volunteer woodland owners that recognize they have a need to plan for the transfer of their forest and estate in a tax efficient manner and according to their wishes. It’s not every day you can get the professional services of a Certified Financial Planner or Chartered Financial Consultant/Chartered Life Underwriter on an estate plan at no cost.

Confidentiality will be maintained at all times and any study appearing in GH will simply be referred to as Case Study #1, 2, 3, etc. If you wish to participate, please contact either Kirk or David at their respective addressbelow:

Kirk Fine, Senior Financial Advisor
Waddell & Reed Financial Services
3000 Brooktree Ln, Ste 110
Gladstone, MO 64119
(800) 290-1608
eichenwaldfarms@aol.com

David Watson, CLU, ChFC, RHU, REBC
D.A. Watson & Company
17263 Wild Horse Creek Rd.
Suite 202
Chesterfield, MO 63005
(636) 230-3900
david@dawatsonco.com

You can also speak with Hank, Kirk or David at the rescheduled Woodland Owners Conference in June.