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B.C. Home » Agriculture and Lands » Business Management » Succession & Estate Planning

Estate Planning Checklist for Farm Families ...approaching the porcupine

Full document pdf format (PDF, 200K)

Table of Contents (html format)

Introduction

The Family Farm Transfer Process 

Step 1 - Collecting the Data 

Step 2 - Reviewing the Critical Issues 

Step 3 - Setting Your Goals 

Step 4 - Becoming Familiar With the Estate Planning Tools

Some examples of how the tools might be used 

Where Do You Go From Here? 

Appendix A - Collecting the data

Appendix B - What are your income needs? 

Appendix C - What can the farm afford to pay you? 

Appendix D - Other provincial publications and reference sources