When performing estate planning, our qualified team will develop a comprehensive plan that takes all factors into account.
Every life situation is a little bit different, so individuals need a personalized approach to planning for the future. BlueRock Wealth Management is here to support you with your estate planning needs, and we will take an approach that is catered to your unique situation. Using proven strategies, we can help minimise the taxes owed from your estate after your passing, as well as reduce fees to support the transition of your assets to those you love. Starting the estate planning process early can make a big difference in the concern you feel, as well as the experience of your family members, business partners, and others who may be impacted.
Estate planning can take different forms. If you’re a business owner, the process may involve planning for the succession of the organization. When you have assets, it’s important to consider who will receive them and how they will be divided among the remaining members of your family. Our planning services include creating and modifying wills, assisting with power of attorney, and taking steps to reduce the tax burden. We can also assist with in-trust-for accounts and strategic business planning. Our services are available to those located throughout St. Thomas, Ontario.
When performing estate planning, our qualified team will develop a comprehensive plan that takes all factors into account. We strive to ensure a smooth transition with minimal interruptions and low levels of stress and tension. If you have questions or would like to meet with one of our helpful and knowledgeable team members, please reach out to us to get started.
At BlueRock Wealth Management, we offer estate planning services in the Southern Georgian Bay Region, including Collingwood, Creemore, Thornbury, Penetanguishene, Midland, and Wasaga Beach. We also serve most of South and Central Ontario, including Toronto, Oakville, Burlington, Kitchener, Waterloo, Guelph, Caledon, Barrie, Orangeville, Newmarket, Saugeen Shores, London, Stratford, St. Thomas, and Owen Sound.