real estate central alberta

Planning today ensures your wishes become reality!

Here are some issues to seriously consider:

  1. Do you have an estate plan?
  2. Do you have a current will?
  3. Do you have a retirement plan? For you and your spouse?
  4. Have you arranged a fair settlement for farming and non-farming children?
  5. do you have a clearly documented plan to determine who will control and manage the farm?
  6. Is there a business plan in place to leave the business financilally secure?
  7. If something were to happen to you, is there a secure source of income for your spouse?
Why Farmers Need Estate Planning
  • To reduce or postpone income tax while living
  • To reduce or eliminate income taxes and expenses at death
  • To provide the orderly distribution of assets upon death
  • To provide for fair or equitable distribution to non-farming family members
  • To ensure the family business/farm:
    • stays intact for family or 
    • if none of them is planning on farming: to ensure they are not having to sell it after your death.
  • To verify that the current Will coincides with objectives and goals
  • To ensure that the current Will does not create additional costs or problems
  • To ensure maximum advantage is taken regarding tax structures
  • Outline expenses and taxation upon death
  • Provides alternatives for passing down family business/farm
  • Tailor-made to your family, goals and situation

It is important to note that each person's situation is unique. The proper planning process and my experienced team will assist in providing a solution built "just for you".


Please click here to get your FREE consultation to ensure your assets and estate is manage effectively during your lifetime and after your death.