Let BlueRock Wealth Management Take Care of All Your Estate Planning Needs in Collingwood, ON
http://bluerockwealth.ca/
Whether your estate is large or modest, it is always a good idea to review your estate plan regularly to ensure that it continues to meet your objectives and keep up with any changes in your financial or family situation.
Sometimes your assets may include shares in a business, or perhaps a partnership interest. If so, it is most likely that this interest will be subject to a shareholder or partnership agreement. If this is the case, it is important that the agreement be reviewed to ensure that it is structured properly not only to minimize tax but to ensure the succession will occur as intended.
BlueRock Wealth offers qualified, one-stop advice for all your retirement, investment, tax planning, insurance, estate and business needs. Give us a call today.
BlueRock Wealth Management
115 Hurontario Street
Ste 201
Collingwood ON L9Y2L9
Phone: 705-443-5599
Whether your estate is large or modest, it is always a good idea to review your estate plan regularly to ensure that it continues to meet your objectives and keep up with any changes in your financial or family situation.
Sometimes your assets may include shares in a business, or perhaps a partnership interest. If so, it is most likely that this interest will be subject to a shareholder or partnership agreement. If this is the case, it is important that the agreement be reviewed to ensure that it is structured properly not only to minimize tax but to ensure the succession will occur as intended.
BlueRock Wealth offers qualified, one-stop advice for all your retirement, investment, tax planning, insurance, estate and business needs. Give us a call today.
BlueRock Wealth Management
115 Hurontario Street
Ste 201
Collingwood ON L9Y2L9
Phone: 705-443-5599
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