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At Lorkovic Wealth Management, we know you are not only emotionally invested in your farm but also busy running it.
We are here to listen and advise you with a customized strategy to help you and your family make some of life’s most important decisions.
Our team, along with your current team of professionals focus on the farm business planning, so you and your family can have peace of mind.
Have you ever talked about putting a plan in place for a transition of your farm? Reality is that every farm will be transitioned at some point in time and it will be done one of two ways.
For agriculture to prosper in the future, it is important to have a successful transfer from one generation to the next. Tax and other issues must be considered to ensure your farm lives on the way you've envisioned
Just like land and quota prices, family dynamics, estate laws and the income tax act continue to change and evolve over time. This means that your estate plan needs to address these changes and we recommend you review it every three years
January 1, 2017, the Government of Canada made changes to how quota sales are taxed. Many farmers are not aware that these changes could now result in a significant taxes owing on routine quota sales and transfers where no tax was payable in the past
We really appreciate all you did for us in the meeting this morning. It is so helpful to have a review and to know with we are still on track with our financial plan. Thanks again for all the team does for us.
Your team always puts our best interest first. Thank you for all you do for us.
Getting Back to Making Smart Financial Decisions Spring 2020
10 Key Questions to Ask Yourself Fall 2019
Succeeding in Your Farm's Succession Spring 2019
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