Succession Planning

The Retiring Farmer Wealth Management - website that has tax, succesion, retirement, and estate planning resources and services for farmers.

Will and estate planning with FCC: What farmers need to know

In this virtual event recording, Dr. Tom Deans, intergenerational wealth expert, walks you through some of the will and estate planning issues unique to farm owners, like selecting an executor and developing an exit plan if you're selling to someone outside the family.

Watch here

Transition Planning with FCC

Resources to set you up for success in every stage of farm transition.

Transition planning guide for agribusiness from the Government of Alberta

Transition planning is the process of planning to transfer the ownership (capital), management, and operations (labour) of an agribusiness to a child(ren), relative or other successor. This guide breaks transition planning into three phases: readiness assessment, plan development, and plan implementation.

For more information or to access the guide

Ranch Your Way
They teach and empower ranchers to finance their own operation using The Infinite Banking Strategy, which utilizes whole life insurance policies to create a personal banking system and achieve financial independence. By teaching ranchers how to implement this strategy, they can become more financially independent and self-sufficient, which can lead to greater success and stability in their operations.

They offer Attracting the Next Generation, Generational Wealth & Estate Planning and Optimizing Cash Flow.

For more information visit thier website: