Estate Planning, Caledon, ON

Working with a financial advisor to complete estate planning documents provides an opportunity to create a clear plan of action for your estate in Caledon.

If your financial advisor asked you whether your estate planning documents were in order, would you be able to answer with a confident “yes”? At BlueRock Wealth Management, we often talk with clients who want to make sure their finances are in order and plan for the future, but they haven’t completed the important step of estate planning in Caledon, Ontario.

Estate planning is an important part of any life plan, as it better documents your wishes for your estate after your death. Not only does having these documents in order give you the opportunity to state your wishes, but it can also keep your estate from going to probate, where determinations are made by the court system rather than you or your family members. This fact alone will alleviate stressors and conflicts between family members when your estate is being settled.

Benefits of completing an estate plan include:

  • Designating powers of attorney.
  • Stating your wishes for medical treatment in your health care directives.
  • Creating your living will and last will and testament.
  • Designating beneficiaries to your estate.

Another important service we provide at BlueRock Wealth Management that may be a part of the estate planning process is succession planning. If you own a business and would like to lay the groundwork for a successful transition to new leadership as you step down, our advisors can help you determine your succession planning goals.

Working with a financial advisor to complete estate planning documents provides an opportunity to really think about your wants and needs and create a clear plan of action for those who will be making decisions after your passing. Make the process of transferring your estate a smooth transition. Reach out to us at BlueRock Wealth Management today to learn more about our estate planning services and how we can help you create a plan that makes sense for your family.


At BlueRock Wealth Management, we offer estate planning services in the Southern Georgian Bay Region, including Collingwood, Creemore, Thornbury, and Wasaga Beach. We also serve most of South and Central Ontario, including Toronto, Oakville, Burlington, Kitchener, Waterloo, Guelph, Caledon, Barrie, Orangeville, Saugeen Shores, and Owen Sound.
 

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