
Potential heir’s U.S. residency complicates farm estate planning
Where a situation is subject to change, have a clearly defined will subject to regular review

Woman, mid-60s, has successful farm and tax planning opportunities
It makes sense for her to take advantage of lower tax brackets while she can

Careful division of farm assets
Farm Financial Planner: For two brothers, the best way to manage risk and family is thoughtful planning and staying informed

Couple looks for tax savings
Tax deferral essential to estate plan for farmers with hefty capital gains

How best to pass on the farm and provide for a child living with a disability
Farm Financial Planner: There are several solutions for a complicated situation

Options for a widow to retire and keep the farm in the family
The farm continues, Mom’s retirement is secure and assets provided for non-farming kids

What to do when capital is short and needs are long
Farm Financial Planner: Tough decisions ahead for this Manitoba couple

A simple retirement plan
A couple’s farmland is set up for generational transfer

Plan a fair and tax-efficient exit strategy for all
How to pass on the operation to farming children while keeping share division fair for non-farmers

Time and needs require a flexible estate plan
Two brothers must anticipate challenges when they equally inherit the farm