Learn 3 reasons why joint accounts with adult children can derail your finances and cause irreparable family strife. We’ll share a case study that will compel you to do your research by consulting a trusted advisor.
Losing a loved one is undoubtedly a challenging and emotional experience. In the midst of grief, the complexities of managing their estate can become overwhelming, especially for families, busy professionals, and older adults. This is where Financial Concierge™ steps in with its impeccable professional estate executor services in Calgary.
Aging in your own home or community is highly valued by many older adults. Discover a retirement living option that offers affordable high quality 2-to-12-person shared homes that match with your care needs and interests.
In the realm of financial management and planning, one important aspect that often gets overlooked is the enduring power of attorney (EPOA). A power of attorney is a legal document that authorizes an individual to represent and make decisions on behalf of another person regarding their financial matters. It is an essential tool for individuals…
A NORC is a Naturally Occurring Retirement Community that is a building, community or town that has more than 30% of its residents aged 65 or older. Learn more here about the benefits and opportunities of a NORC.
At Financial Concierge™, we pride ourselves on our commitment to providing professional and reliable personal care and financial power of attorney services.
Discover the 3 tips that will set your mind at ease about whether your older adult is receiving the safe, compassionate in-home care they deserve. These tips also are just as relevant for a care facility. They send the message you are aware and engaged in your older adult’s care.
Is your estate vulnerable to family disruption and litigation? Don’t let your legacy be tainted by family discord. Follow these tips to avoid the most common pitfalls that lead to estate settlement disputes.
What Are the Housing Options for Seniors? We found an article by Susan J. Hyatt we wanted to share with you. It’s all about factors and options seniors can consider when planning their housing options here in Canada.
The success of your estate settlement depends on making an informed executor choice. Since most executor choices are family members, unburden them by being informed and prepared. Understand the hours of work and associated risks associated with this role.
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We make sure families, busy professionals and older adults get the expertise and care their legacy deserves.