Have you reviewed your beneficiary designations lately? Do those designations in your life insurance and financial accounts coordinate with your will? Learn 3 reasons why outdated beneficiaries can blow up your estate plan.
It’s Make a Will month in Ontario reminding us all on the importance of making a will. An expression of caring, a will outlines your intent to protect your loved ones. Here’s 3 reasons why you should prioritize this task as urgent.
Does your estate plan only include a will and power of attorney documents? Learn how to elevate your plan from basic to exceptional. Discover 10 elements that prepare you for the future and protect your legacy.
Are you setting the stage for significant financial and emotional costs by not having an estate plan? Creating one may seem daunting and expensive, but avoiding it can cost more. Learn 3 costs of not having an estate plan.
In Canada probate fees, also known as estate administration tax, can be avoided if you’re smart when designing your estate plan. Learn how you can avoid probate fees.
Most of us want to age in our own homes with grace and on our terms.This article helps you identify when a support team is required and the resources available to help you age at home safely.
Agreeing to become mom and dad’s executor is a BIG decision. Will you do whatever’s required to honour their wishes? This article discusses what it takes to be an executor to help you decide if this role is right for you.
Discover how purging your physical and digital spaces leads to informed estate planning. Make room for what matters most. Learn about 5 benefits of decluttering to build a plan that streamlines estate settlement and protects your family .
This article describes 3 ways to set your executor up for success. Since the majority of Canadians intend to appoint a family member as their executor, streamlining the process is the best gift you can give your family.
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.
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We make sure families, busy professionals and older adults get the expertise and care their legacy deserves.
