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Personal Financial Planning : How To Find The Right Estate Planner For You onal Financial Planning : How To Find The Right Estate Planner For You by: News Canada Five must-ask questions (NC)-Beware of estate planners charging little or nothing to draft your estate plan. They are likely earning a commission on the investment products they recommend - which could compromise the objectivity of their advice. And note that competent estate planners should offer a holistic approach to estate planning. That is, an objective and skillful adviser provides more than investment strategies or financial planning advice. When looking for the right adviser, consider these key questions: - What is your previous experience and have you worked with clients like me?
- Do you have in-depth
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knowledge of relevant legislation such as income tax law, provincial family law and probate acts? How do you set your fees? Do you sell life insurance, mutual funds or other investment products?I would like to set time lines and how can you help me meet those deadlines? Can you refer me to other professionals, as needed, such as a lawyer or an accountant?For more information, visit www.GrantThornton.ca. Grant Thornton LLP is a leading Canadian firm of chartered accountants and management consultants. About The Author
News Canada provides a wide selection of current, ready-to-use copyright free news stories and ideas for Television, Print, Radio, and the Web. News Canada is a niche service in public relations, offering access to print, radio, television, and now the Internet media, with ready-to-use, editorial "fill" items. Monitoring and analysis are two more of our primary services. The service supplies access to the national media for marketers in the private, the public, and the not-for-profit sectors. Your corporate and product news, consumer tips and information are packaged in a variety of ready-to-use formats and are made available to every Canadian media organization including weekly and daily newspapers, cable and commercial television stations, radio stations, as well as the Web sites Canadians visit most often. Visit News Canada and learn more about the NC services. In recent industry surveys (FP500, Bottom Line), Grant Thornton ranks among the top five largest firms of chartered accountants and management consultants in Canada.
Here are some more estate planning articles...
Can I Get Off This Rollercoaster Now, Please? Strategies For
By Kenneth Doyle - e*Analyst, Sat Dec 10th
According to a new survey carried out by Alliance & whereID_NUM=9270; Leicester, one in five small business owners viewtax as their greatest concern. The Chancellor has announced inhis last budget Read more...
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Smart-investment-in-real-estate-markets
By Monica-Craft
The average person retires with a fixed income for this he works for 30 or 40 years. The only real difference between rich people and poor people is the way they think. A rich people always want to Read more...
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Do Your Own Taxes With Online Software
By Jeremy LaDart
Taxes are so complicated that it has become a year-round job just to keep up. Everything you do throughout the year has an impact on your taxes. Did you get married? Did you buy/sell a home? Did you Read more...
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The Estate Planning Process
Estate Planning Process by: News Canada(NC) - How do I begin? Start by making a list of those you wish to remember in your Will. You will want to provide for your Read more...
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| buying estate probate real news: |
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The process of planning for the orderly administration and disposition of assets after the owner dies.
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