In this episode, Heidi shares some personal experiences growing up on a family ranch, her extensive career in a trust department, and invaluable lessons on succession planning. From stories of miscommunication and family disputes, to moments of reconciliation and understanding, Heidi emphasizes the critical role of clear communication and shared vision in successfully passing on a family farm or business.

For guides, checklists, and planning tools to help you navigate life's financial decisions with clarity and confidence, visit:

https://pathfinderlegacy.com/resources/