Has your spouse been taking care of the paperwork and bill payments? What happens when that spouse dies? Read a client story on just this predicament and how Financial Concierge can help.
John, a lifelong businessman, exclusively handled the family finances. Dealing with congestive heart failure, shortness of breath, signs of dementia, chronic pain and depression, the formerly astute businessman, was simply not feeling well and neglecting his personal or business affairs. His long-time lawyer, accountant and business partners had been noticing for a while that he…
Read about one of our client success stories where an elderly man with mobility issues hired Financial Concierge to take the pressure off his children. Now his children can just enjoy the time they get to spend with their dad.
Why are Power of Attorney and Personal Directive so important for seniors? In this article, we discuss what these documents are and why these 2 legal documents are important in the life of family caregivers and the seniors for whom they care.
A more common name for what we used to call an “Executor” of a Will is now a “Personal Representative”. In this article, we explain why designating a sole representative is better than expecting multiple representatives to work together – like your children.
One of the first signs of cognitive aging, the process by which cognitive abilities decline with age, is problems managing one’s own finances. Cognitive aging also puts a person at a greater risk for fraud and exploitation. Learn about the Seven Steps to Prepare for Cognitive Aging.
Jan RoSe wrote this great article about our company in Calgary Prime Times! It helps explain how Financial Concierge Inc. can provide seniors with peace of mind around management of financial affairs.
This article explores what solo aging is and some of the challenges it presents to those without children or obvious caregivers. We delve into the topics of money management, investments and financial decisions, as well as legal representation.
Choosing the right executor is essential for your senior’s estate planning. An essential part of estate planning or creating a will for you or a senior in your life is to choose an executor – someone who will execute (carry out) their wishes after they pass away. Making an informed decision on who will fulfill…
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