Ep. 24 - The 2026 Farm Legacy Checklist
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Ep. 24 - The 2026 Farm Legacy Checklist
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About this listen
It's a new year — and for farm families, that means it's time for real planning, not resolutions that fade by February. In this episode, Heidi Olson walks through her 2026 Farm Legacy Checklist, outlining the six critical areas every operation should review annually to protect the business, the family, and the future.
From balance sheets and land titles to LLCs, insurance, family roles, and scheduling the right conversations, Heidi explains why succession planning is ongoing maintenance — not a one-time task. This episode is practical, direct, and designed to help families start 2026 with clarity instead of chaos.
For guides, checklists, and planning tools to help you navigate life's financial decisions with clarity and confidence, visit:
https://pathfinderlegacy.com/resources/