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Succession Planning

Home > Mortgage Support > Succession Planning

Farm Transition & Succession Planning

So many farms and properties are a family affair, it's a way of life that's handed down from generation to generation. But if the transition between generations isn't carefully planned, your legacy could be at risk.

Our tax consultants can make the process easier for you. We know that, emotionally, it's difficult. As a result, we’ll do whatever it takes to simplify the process.

Whether you plan to keep the farm in the family, or you choose another path for your estate, we can provide expertise and resources in planning and preparation, including:

  • Tax planning
  • Gift planning
  • Farm business entities
  • Farm succession planning
  • Farm sales

Learn more by contacting one of our Tax Consultants today.

Tax and accounting services are limited to defined regions.  Please contact your local Compeer Financial representative to find out if these services are available in the area.

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