Ep. 5 - Vetting Your Team

In this episode, Heidi explores the critical components of a farm and business succession team, and the importance of vetting each person to make sure their priorities align. Learn about the key roles such as attorneys, accountants, lenders, trust officers, and life insurance agents, and understand the red flags to watch for when selecting your advisors. For guides, checklists, and planning tools to help you navigate life's 
financial decisions with clarity and confidence, visit: https://pathfinderlegacy.com/resources/