The busy lives of farm families can get further complicated by the necessary involvement of professional advisors from various disciplines (i.e. accountants, lawyers, financial planners, etc.); particularly when they are transitioning off the farm.
This complexity often turns into confusion upon the transition of a farm (either through succession or liquidation) or when addressing the retirement and estate planning issues that farmers face today.
The Retiring Farmer™ Wealth Management Process provides a comprehensive framework for our team of professionals to create a plan, help coordinate its implementation, and to monitor its success over time by actively managing your income tax and financial affairs.