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.

Welcome to the inaugural episode of Pathfinder Legacy, hosted by Heidi Olson, a seasoned expert in legacy planning and estate management. In this first episode, Heidi introduces herself and shares some stories from her 30 years of experience, both personal and professional, and emphasizes the importance of proactive planning to avoid family conflicts and secure the future of your farm and business.