Case Studies and Testimonials

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Jim and Stacy

Family Business Owners

Jim and Stacy were excellent at farming and even more capable when it came to expanding into a vertically integrated food processing operation, but they struggled with a nagging sense of financial insecurity. It seems no matter how much they grew the business and increased revenues, they couldn’t outwork the feeling of instability.

Beyond farmland and growing equity in the business, their financial assets consisted of some mutual funds and an old cash value life insurance policy. But they knew there had to be more to it…

Though they desperately wanted help, every appointment with a ‘professional adviser’ concluded with the same tired recommendations; Jim and Stacy simply needed more of whatever that adviser was selling.

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Antonio and Cecilia


Always a budding entrepreneur, Cecilia, and a friend had established a dress shop with a rapidly growing online presence. Antonio was a corporate favorite, moving through the chairs on the ladder to upper management. But they both wanted more. With one child in tow and another on the way, this enterprising couple decided to move home and join the family’s cattle operation.

Their move involved an overwhelming list of financial concerns and succession planning issues. They knew it would take a high level of expertise to design a plan to bring them into the business. But they had no idea how many personal financial decisions would come into play in the process.

Antonio and Cecilia knew that stepping into an ownership role and guiding the expansion of her family’s cattle operations would take a whole different level of advanced planning and expertise.

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John and Sara


John and Sara put all their efforts into business growth and re-invested their earning right back into the operation. Their motivation was all about buying more land and achieving a next level of operating efficiency.

For these two agripreneurs, the goal was to build a sustainable operation and enjoy the lifestyle of their dreams. As their children grew and the business matured, they realized it may take more than a wish and good intentions to pass the operation to the next generation successfully and retire comfortably.

They had a buy-sell agreement, a life insurance policy, and a 401(k), but John and Sara felt woefully unprepared for retirement. They didn’t know what was missing, but they didn’t feel confident either.

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Our customers love us!

Dave Phippen

Believe the Legacy-by-design Team is the right choice to develop these discussions and help to formulate a plan that is custom-tailored for your particular situation. Engaging each and every child and their spouse in this discussion can now be the most important measure you can bring to the table to ensure that your Family can remain friendly and loving after your lifetime.

Loyal Client Family

Kevin was a helpful and trusted resource who guided us through organizing and planning for the future of our farming operations. We are confident that with his expertise we have shaped our business to last for generations to come. Thank you Legacy by Design!

Scott and Ulla Park

Kevin's wide ranging knowledge of estate planning, investments, understanding a farmer's psyche, and pitfalls of rushed decision making has helped Park Farming make the delicate transfer of assets and responsibilities relatively seamless.


Kevin Spafford of Legacy by design offered viable solutions for preserving the heritage of our family farm. His insight into the challenges and opportunities facing family farming operations in today’s ever
changing business climate was invaluable.

Loyal Client Family

We started working with Kevin Spafford in 2020 to formulate a unified and comprehensive estate plan. It has been a real pleasure working with Kevin and his team. His experience and knowledge in agriculture estate planning has provided us a roadmap for continued success and growth while still protecting the family and the farming operation.

Gerald and Brit Fillmore

We have had the pleasure of working with Kevin Spafford developing our succession plan for our farming and processing operations. He has provided excellent legal and professional resources and advisors to assist in creating a well-addressed and cohesive plan for our family and our businesses.

Ron and Lucy Boeger

Kevin evaluates every situation on a personal level. He listens, suggest, adjusts and supplies information. Kevin’s thoughtful approach helps us to feel more confident we have reached a design that works for our family and business.

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