Probably one of the most difficult decisions you'll ever make relates to planning for your business transition and retirement. Our consultants have decades of experience understanding these issues and helping develop appropriate solutions. For example, we can provide professional assistance in the following areas:

Estate and retirement planning.
Your Yankee consultant and tax preparer are experts at helping businesses like yours minimize estate taxes. Together you will develop a plan, including family gifting, retirement planning and bringing the next generation into the family business. Timely estate planning can help you improve your tax picture dramatically.

Family business transition consulting.
Transferring the family farm from one generation to the next is not easy. Family members must deal with a maze of business matters, tax implications and emotional issues. Even knowledgeable farmers require assistance. Yankee has provided consulting services for hundreds of generations of farm business transfers.

Business continuity consulting.
Business continuity is critically important when you transfer your farm business to another generation. There are various ways to organize your business — from a sole proprietorship to a corporation — and our consultants know how to clarify these options for farmers and their attorneys.