Farm exit, succession and retirement planning can be one of the most challenging and complex experiences you may ever encounter in your farming lifetime. We bring a completely different approach to getting this done.
My Farmplan.ca offers a unique, objective and bias-free process to farmers looking towards exit and succession planning. We bring decades of technical planning experience and farm backgrounds to help you develop a transition strategy from your perspective, that saves time and taxes and preserves family harmony.
Providing the next generation with the best opportunity to succeed with a plan sustainable by your farm can be incredibly complicated and time consuming. Balancing family dynamics and ensuring non-farming children are treated fairly and support your transition plan can add even more stress to the process. We can help!
No successor? What are your next steps? Selling out & relocating? Or slowing down, renting out land or maybe investing, or perhaps both? What about travel and building a shop for retirement projects? What about saving taxes and estate planning? What about checking your options before pulling the pin?
Estate planning is more than a Will dividing up a pie, power of attorney or a health care directive. Getting it right, being fair to all family members preserves farming legacies and family harmony. Proper planning gets the balance right between providing for today and planning for tomorrow, and can even save taxes!
Interactive workshops are available to small farm groups or family farming operations. Workshop formats can provide a broad view of a variety of topics or they can be customized to focus on a participant’s specific areas of interest. Sask. Ministry of Agriculture funding support may be available for qualified farmers.
Our role as farm transition managers is fiduciary in nature and intended to co-ordinate, interpret and support advisory streams our clients receive from their accounting, insurance, legal and investment advisors.