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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.
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Make Your Accountant Your Best Friend By Richard A. Chapo Many people just assume their accountant will cut their taxes as much as possible. To get the biggest benefit from them, you need to be a bit more proactive. Make Your Accountant Your Best Read more...
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Iras--401-k-s--pensions-can-be--tax-trap--for-high-earners By Keith-Mohn Are you planning on leaving any dollars in your pension, 401(k) or IRA to children or grandchildren? Would you be surprised to know that the vast majority of these funds will end up with state and Read more...
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Employers - Paying Your Employment Taxes To The Irs By Richard A. Chapo If your business has employees, you must pay employment taxes. The payment system can be a bit confusing, so this article discusses how to go about depositing employment taxes with the Read more...
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Fayetteville--springdale--rogers--ar-real-estate-market By Ben-Hirsh In recent years, the Fayetteville, Springdale, Rogers real estate market has been very active. This is perhaps due in part to the location of the headquarters for one of the largest companies in the Read more...
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| buying estate probate real news: |
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The strategy for protection and disposal of one's assets at death. Includes writing a will, establishing trusts, naming an executor, etc.
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