More Than Money CHQR AM 770 Radio Interview, Mar 5/23
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…
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Probate Estate Administration: Plan Ahead to Reduce Probate Fees in Canada
CHANGE TO: Learn about probate and how it impacts your estate. Discover how to build a smart estate plan that helps you avoid probate or minimize fees. Find out how your smart estate plan supports the probate administration process.
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Why to Review Beneficiaries Annually to Secure Your Wishes
Reviewing your beneficiaries annually is wise. Are your beneficiaries current? In this article, we review why you should regularly review your beneficiaries, who to select as beneficiaries, and other things to keep in mind.
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5 Reasons to Hire a Professional Executor
Learn how an experienced, impartial Professional Executor can help protect your estate plan and unburden your grieving loved ones from time-sensitive, time-consuming tasks and risk associated with an executor role.
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Client Stories | Daily Money Management | Document Organization | Executor | Power of Attorney | Wills & Estates
A Client Story – Document Organization & Estate Administration
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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A Client Story – Retired Businessman Hires Financial Concierge
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…
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Client Stories | Daily Money Management | Document Organization | Power of Attorney | Wills & Estates
A Client Story – Elderly Man with Mobility Issues
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.
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