Our team will help you set up a power of attorney to control your finances.
Our team at BlueRock Wealth Management offers a variety of estate planning services to help you control what happens to your assets when you are no longer able to make your own decisions. One thing you can do to take charge of your financial future is to set up a power of attorney. For those who don’t know, a power of attorney is a legal document that grants a person of your choice the legal authority to make decisions on your behalf. Many people appoint agents to make medical decisions for them should they become incapacitated, but you can also use such arrangements to give someone the power to handle your financial assets.
Your power of attorney arrangement will become active only under specific circumstances. Usually, the agreement kicks in when you become unable to make sound decisions on your own behalf—for example, if you suffer an injury or illness that affects your cognition. Ideally, such an arrangement will never become relevant, but a power of attorney is an important safeguard to have to protect your finances, just in case. If you want to make sure your finances are in good hands, should you become unable to act in your own interests, we encourage you to contact our team to begin the power of attorney paperwork.
Our team is proud to serve the Orangeville, Ontario area. We want to help you with all your estate planning needs. If you are ready to appoint someone to make financial decisions on your behalf, should you become incapacitated, we encourage you to give us a call. Our team will help you set up a power of attorney.
At BlueRock Wealth Management, we can assist with power of attorney documents 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, Newmarket, Saugeen Shores, and Owen Sound.