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. With years of experience and a…
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.
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.
On March 5, 2023, our founder Jill Chambers was interviewed by Dave Popowich on the More Than Money Show all about: What You Need To Know When Choosing An Executor. Take a listen here…
Confused as to what probate is? In this article, we explain what “probate” means and review how probate fees work in Canada. We also give you some great tips on how you can avoid probate, and hopefully convince you not to die without a Will.
When you make a Will, you need to make a lot of important decisions – like how old your kids will be when they inherit your estate, and who will receive your family heirlooms. But one of the most important decisions you need to make is naming an “executor.” Here’s 6 reasons to consider assigning a professional to the job!
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.
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We make sure families, busy professionals and older adults get the expertise and care their legacy deserves.