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Apr 10, 2019

In this episode, Paul discusses a recent fact sheet that highlights the issues with sweat equity.  Sweat equity can develop when family farms fail to take care of the issues early on with a succession plan.

Materials discussed in this episode:

  • Mason Grahame, Dale Johnson, Catherine Onumajuru, and Paul Goeringer.


Feb 20, 2019

In this episode, Paul discusses the 2019 federal estate tax and gift tax limits and the Maryland estate tax limit.  Each year the federal estate tax limit goes up due to inflation and the federal gift tax is also tied to inflation but does not increase each year.  Maryland's estate tax limit is not tied to...


Mar 28, 2018

In this episode, Paul discusses a recent court ruling involving a life insurance policy that was not updated after a divorce.  The ruling is a reminder of why you should always update farm succession plans after life events.

Materials discussed in this episode: