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Category Archive: Farm Succession/Financial Planning

Alternative Minimum Tax

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As Canadian residents, it is no secret that we pay a significant amount of tax, in many different […]

forbeswealth October 21, 2022 Farm Succession/Financial Planning, Personal Finance

Farm Financial Planner #17: Farm Transition

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A couple works out a farm transition plan for three children. The plan includes financial security for all, […]

forbeswealth March 12, 2021 Farm Succession/Financial Planning

Farm Financial Planner #16: Generating More Income

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A Manitoba Couple Generates More Income and Pays Less Tax How the couple secured retirement and transferred their […]

forbeswealth January 29, 2021 Farm Succession/Financial Planning, Personal Finance

Farm Financial Planner #15: A COVID Plan

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A COVID-19 Plan Could Save the Family Farm In a term of illness, a succession plan can provide […]

forbeswealth October 23, 2020 Farm Succession/Financial Planning, Personal Finance

Using an RDSP: Case Study

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Back in August, we released a piece called, What You Should Know About The RDSP. In it, we […]

forbeswealth October 2, 2020 Farm Succession/Financial Planning, Personal Finance

Farm Financial Planner: Income and Inheritances

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How to Create a Retirement Plan and Leave a Legacy for Your Children Introduction In central Manitoba, a […]

forbeswealth September 4, 2020 Farm Succession/Financial Planning

The Family Bank Pt. 3 – Earning a Voice

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Today we are going to continue our family bank series by discussing how a member of the younger […]

forbeswealth April 9, 2020 Family Bank, Farm Succession/Financial Planning, Financial Strategies, Personal Finance

Farm Financial Planning: Out-of-Date Will

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Passing the farm to the next generation when Dad’s will doesn’t mention the kids. Introduction A woman named […]

forbeswealth March 31, 2020 Farm Succession/Financial Planning

Farm Financial Planner: Farm Transfer

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Farm transfer of an unprofitable farm could lead to “hobby farm” status and tax challenges. This article was […]

forbeswealth February 28, 2020 Farm Succession/Financial Planning

The Family Bank Pt. 2 –The Family Bank Approach

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As we mentioned in the previous blog post The Family Bank Pt. 1 – Succession Plans Fail, the […]

forbeswealth February 14, 2020 Family Bank, Farm Succession/Financial Planning, Financial Strategies

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