Personal Financial Planning
5 must-ask concerns
And note that skilled estate coordinators ought to provide a holistic method to estate planning. That is, a goal and experienced advisor supplies more than financial investment techniques or monetary preparation suggestions.
When searching for the ideal estate planning advisor, think about these crucial concerns:
What is your previous estate planning experience and have you dealt with customers like me?
Do you have thorough understanding of pertinent legislation such as earnings tax law, provincial household law and probate acts?
How do you set your charges? Do you offer life insurance coverage, shared funds or other financial investment items?
I wish to set plan and how can you assist me fulfill those due dates?
Can you refer me to other specialists, as required, such as an accounting professional or a legal representative?
To find out more, go to www.GrantThornton.ca. Grant Thornton LLP is a leading Canadian company of chartered accounting professionals and management specialists.
( NC)- Beware of estate coordinators charging little or absolutely nothing to prepare your estate strategy. And note that proficient estate coordinators ought to provide a holistic technique to estate planning. That is, a goal and skilled consultant supplies more than financial investment methods or monetary preparation suggestions.