HOMEPAGE Online BusinessGadgets And GizmosSite PromotionSelf Improvement And MotivationTravel And LeisureLegalHome ImprovementAuto And TrucksReligionRecreation And SportsParentingHumorWritingMenFood And DrinkMarketingKids And TeensPolitics And GovernmentComputers And InternetHealthWomenRelationshipsHobbiesBusiness And FinanceMusic And MoviesEducationPets And AnimalsFamilyWeb Design And Development

Personal Financial Planning : How To Find The Righ

Acrticle from category Business And Finance


Personal 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 estate planning adviser, consider these key questions:

What is your previous estate planning experience and have you worked with clients like me?
Do you have in-depth 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. Keywords: news, estate, planning, canada, news canada, media, visit, estate planning, ready-to-use

Related articles:

» Attracting Clients With Ease
» How to Achieve E-commerce Success You Gotta Pla
» Bringing the World to Your Door
» The Fine Art of Relationship Marketing
» It Takes Two - How to Cultivate Profitable Allianc
» Monday Morning Mindfulness 08/23/2004