Probate by Design
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.
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.
Advanced Care Planning helps you prepare for a serious illness or emergency with wisdom and compassion. Learn how it’s a lifeline for your family and assurance to you that your voice will be heard when you can’t speak for yourself.
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.
This article describes 3 powers associated with a Power of Attorney and why your decisions creating one can have profound, life changing consequences. Should the unexpected happen, learn why you’re powerful with a POA and powerless without one.
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.
No Will? Protecting your family’s future is a responsibility we all share. Check out our latest blog revealing five shocking consequences of dying without a will in Ontario. Let’s dive into the unexpected challenges and how you can safeguard your loved ones.
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.