Estate & Succession Planning
Join us for a Summer question & answer series provided exclusively for members of Catholic Rural Life.
We will offer a different topic each month in June, July and August – addressing the most common questions business owners and families have about designing an efficient and effective estate and succession plan.
Facilitated by Kevin Spafford, CRL member and one of the ag industry's foremost experts on the subject of succession planning, this series will address many of your greatest concerns and offer you an opportunity to submit any questions.
Each 30-minute session will be succinct and packed with information. Kevin will provide you with his experiences regarding some of planning’s most pressing issues, followed by time to share or submit your thoughts, concerns, and questions. For those questions or concerns that may be beyond the scope of a given session, Kevin is willing to talk with you individually at your request.
JUNE 24: Estate Planning
Following the estate planning session, we’ll provide access to the following online, printable resources:
JULY 22: Ownership Transition & Leadership Structure
Following the Leadership Structure session, we’ll provide access to the following online, printable resources:
AUGUST 26: Financial Security
Following the Financial Security session, we’ll provide access to the following online, printable resources:
Wealth Manager and Succession Planning Specialist
Kevin Spafford, CERTIFIED FINANCIAL PLANNER™, helps farmers and family business owners plan for succession. Kevin’s planning process is designed to enhance the family’s financial security, create a smooth ownership transition, and mitigate the tax consequences.
As the architect of the award-winning* Farm Journal Legacy Project, Kevin affected consumer behavior and improved the way family business owners engage in the succession planning process. Through the Project, Kevin has:
Before the publication of his book Legacy by Design: Succession Planning for Agribusiness Owners (Marketplace Books®) in 2006, Kevin founded Legacy by Design, a succession and financial planning firm dedicated exclusively to serving the succession planning needs of farmers and agribusiness owners.
Today, Kevin works with client family business owners across Washington and California from his offices at Ryan Wealth Management in Spokane and Yuba City.
Among a series of professional designations and licenses, Kevin is a CERTIFIED FINANCIAL PLANNER™, and he’s earned a Bachelor of Science in Agricultural Management with a concentration in Business, from California Polytechnic State University, San Luis Obispo, CA.
On a personal note, Kevin enjoys flying, fishing, hunting, and camping. He and his wife, Anne-Marie, have been married 39 years. They are proud parents of their son Drew and his wife Dana and their daughter Sara and her husband, Michael. In October 2020, they welcomed their second grandchild. They live in Durham, CA.
* In 2011, the Farm Journal Legacy Project was awarded the Grand Neal Award considered one of the most prestigious editorial honors in the field of specialized journalism.
Contact info: Legacy by Design, LLC at Ryan Wealth Management
Email : Kevin@Legacy-by-Design.com