Personal Financial Planning : How To Find The Righ

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707 - Personal Financial Planning : How To Find The Right Estate Planner For You

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.

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.

This article was posted on September 28, 2002

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