{"id":155,"date":"2004-02-04T15:21:08","date_gmt":"2004-02-04T15:21:08","guid":{"rendered":"http:\/\/107.161.37.120\/~shopforsuccess\/?p=155"},"modified":"2022-03-21T17:29:45","modified_gmt":"2022-03-21T17:29:45","slug":"personal-financial-planning-how-to-find-the-right-estate-planner-for-you","status":"publish","type":"post","link":"https:\/\/shop-for-success.com\/?p=155","title":{"rendered":"Personal Financial Planning: How To Find The Right Estate Planner For You"},"content":{"rendered":"\n<p>Five must-ask questions<\/p>\n\n\n\n<p>(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 &#8211; 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.<\/p>\n\n\n\n<p>When looking for the right estate planning adviser, consider these key questions:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>What is your previous estate planning experience and have you worked with clients like me?<\/li><li>Do you have in-depth knowledge of relevant legislation such as income tax law, provincial family law and probate acts?<\/li><li>How do you set your fees? Do you sell life insurance, mutual funds or other investment products?<\/li><li>I would like to set time lines and how can you help me meet those deadlines?<\/li><li>Can you refer me to other professionals, as needed, such as a lawyer or an accountant?<\/li><\/ul>\n\n\n\n<p>For more information, visit&nbsp;<a href=\"http:\/\/www.grantthornton.ca\/\">www.GrantThornton.ca<\/a>. Grant Thornton LLP is a leading Canadian firm of chartered accountants and management consultants.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 &#8211; 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 &#8230; <a title=\"Personal Financial Planning: How To Find The Right Estate Planner For You\" class=\"read-more\" href=\"https:\/\/shop-for-success.com\/?p=155\" aria-label=\"More on Personal Financial Planning: How To Find The Right Estate Planner For You\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-155","post","type-post","status-publish","format-standard","hentry","category-financial-planning"],"_links":{"self":[{"href":"https:\/\/shop-for-success.com\/index.php?rest_route=\/wp\/v2\/posts\/155","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/shop-for-success.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/shop-for-success.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/shop-for-success.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/shop-for-success.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=155"}],"version-history":[{"count":1,"href":"https:\/\/shop-for-success.com\/index.php?rest_route=\/wp\/v2\/posts\/155\/revisions"}],"predecessor-version":[{"id":166,"href":"https:\/\/shop-for-success.com\/index.php?rest_route=\/wp\/v2\/posts\/155\/revisions\/166"}],"wp:attachment":[{"href":"https:\/\/shop-for-success.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=155"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/shop-for-success.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=155"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/shop-for-success.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=155"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}