How Much Will I Need When I Retire?
I’m often asked this question when discussing retirement and estate planning with a client, and it’s a difficult question to answer.
Thats why I often turn the question right on its head and ask a question of my own.
Passing The Torch: Transitioning the family farm
Passing the Torch: Transitioning the family farm Farm transition planning is about two things: preserving your family’s legacy and preparing the next generation to take the reins. A smooth handover ensures your farm’s continuity and sets future generations up for success. Sounds simple enough, right? It’s probably unsurprising to hear that 9 times out of 10, […]
Take Control of Your Farm’s Future with the Farm Business Success Program
It’s no secret that farming can be tough. Rising interest rates, skyrocketing property prices, and mounting farm debt are just a few of the challenges that make farm management feel overwhelming. Add in cash flow struggles, succession complexities, and tax planning, and it’s easy to see why many farmers feel like they’re performing a juggling act.
Four tips for navigating succession planning tension over the holidays
Christmas is a time for family – coming together, sharing meals, and telling stories. Unfortunately, it can also be a time of tension, especially when difficult topics like the future of the family farm arise
Why we need to talk about farm insurance
Want to know why insurance is such an important part of farming? Read this article.
How To Start Your Farms Estate Plan
When going to your accountant or your lawyer, you must have done the homework yourselves. You must have got together as a family and had those discussions, talked things through, and thought about the future.
Farm Transition and Estate Planning
Farm transition and estate planning can be complex and confronting, but it doesn’t have to be. This month we are focusing on Estate Planning, and I wanted to share this story with about a fifth generation farming family I am currently working with.
How To Avoid Succession Planning Disaster
One question that I get asked a lot is about how to avoid Succession Planning disaster.
I’ve seen a few disasters in my time, and it’s unfortunate.
Often, it’s those situations where family members are no longer talking.
3 Ways To Have Better Meetings
Today I want to talk to you about the tools that help me have better meetings with my clients.
These tools can also be used in our everyday life, whether we’re having discussions with our clients, family members, friends, or our team.
