Why Joint Accounts with Adult Children is Risky Business
| | | |

Why Joint Accounts with Adult Children is Risky Business

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.

Five Unexpected Consequences of Dying Without a Will in Ontario
| |

Five Unexpected Consequences of Dying Without a Will in Ontario

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.

Benefits of Hiring Professional Estate Executor Services!

Benefits of Hiring Professional Estate Executor Services!

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.

Understanding the Enduring Power of Attorney and its Benefits!

Understanding the Enduring Power of Attorney and its Benefits!

In the realm of financial management and planning, one important aspect that often gets overlooked is the enduring power of attorney (EPOA). A power of attorney is a legal document that authorizes an individual to represent and make decisions on behalf of another person regarding their financial matters. It is an essential tool for individuals…

Caregiver Oversight – Ensuring the Best Care for Your Older Adult
| |

Caregiver Oversight – Ensuring the Best Care for Your Older Adult

Discover the 3 tips that will set your mind at ease about whether your older adult is receiving the safe, compassionate in-home care they deserve. These tips also are just as relevant for a care facility. They send the message you are aware and engaged in your older adult’s care.

End of content

End of content