The vast majority of business owners and entrepreneurs do not have an effective estate and succession plan in place before they die. As a result, the success rate is abysmal.

Let’s look at a case study that illustrates the issues we’re talking about. It’s the story of the Sturdy family.


If you would like to learn more about estate and succession planning in Collingwood ON, contact us at BlueRock Wealth Management. We offer qualified, one-stop advice for all your retirement, investment, tax planning, insurance, estate and business needs. Give us a call today.

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