Bocking Financial Solutions

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• Are you 25-45 years old? Buying your first home?
• Are you 45 years old? Thinking about long-term planning?
• Not sure who you should speak to? Do you have general questions about your finances?

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.  Below are some examples of the support material we have available:

Article courtesy of Wealthstyles from Manulife Investments

Will Planning Workbook

Estate Record & Planning Guide

Our Recommendation

• We strongly recommend that you consult with your lawyer to properly prepare your Will and Powers of Attorney
• Communicate with family members and ensure they know who to contact
• If you do not have a lawyer, we are happy to refer several lawyers in the Durham Region