Land Preservation and Legacy Planning

For landowners, decisions about the future of family property are often personal and complicated.  You may wish to preserve cherished land, avoid development, and still create a meaningful outcome for your family.  We focus on helping clients find clarity and purpose in this process.

By working closely with attorneys, accountants, land trusts, and conservation organizations, we help clients explore strategies that support both environmental values and financial goals. The strategies may include conservation easements, charitable donations, structured installment sales and reinvestment vehicles that offer income and tax benefits.

Why It Matters

Land is a finite resource with emotional and financial value. We can help you craft a plan that reflects your intentions, whether it is navigating generational property transitions or simply wanting to avoid seeing your land turned into a subdivision.

Know your options

Read this recent article written by Wade Martin for WealthManagement.com on how quick cash-outs can be short-sighted when it comes to wealth planning and legacy building.

Protecting the environment & protecting our community

Whether it is a nearby lake or the farm next door, helping preserve and protect the environment benefits everyone. Read this article to learn more.

Common Questions

  • How can I preserve my land and still create liquidity for my retirement and/or estate?
  • What is the tax impact of selling my land vs. donating it vs. preserving it?
  • Is it possible to generate income while protecting my land?
  • How does land preservation fit into my estate plan and family goals?

Let's explore how your land can become part of a lasting legacy, one rooted in purpose, conservation, and smart planning.