Bocking Financial Solutions Inc.

Estate & Will Planning

A well thought out professionally drafted Will, and Powers of Attorney (medical and property) are important at any stage of adult life, and essential to ensuring your wishes are carried out. At Bocking Financial Solutions Inc. we take the time to consult with you on relevant issues such as:

Beneficiary designations
Making your estate tax efficient to maximize benefits to heirs
Strategies to consider when organizing your financial affairs

In addition we can provide you with tools that will help you prepare for a meaningful dialogue with your lawyer and members of your family. Articles and videos courtesy of Manulife Investments:

When you’re the surviving partner

Where there’s a Will...

Afterall a promise is a promise

Our Recommendation

We strongly recommend that you consult with your lawyer to properly prepare your Will and Powers of Attorney

Will Planning Workbook

Communicate with family members and ensure they know who to contact

Personal & Financial Organizer

If you do not have a lawyer, we are happy to refer several lawyers in the Durham Region