The end goal of a sound wealth management plan must include proper management and disposition of your assets after your lifetime. Proper estate planning will give you the peace of mind of knowing that the assets that you have worked hard to accumulate will be distributed to your loved ones in a tax efficient manner exactly how you wished if you had to do it during your presence.
As an accomplished leader in business & life, there is no one better then you to understand the value of carefully planning in advance for you and your family and dear ones close to your heart. You need a carefully planned retirement and estate planning advice in order to achieve a healthy & enriching financial future.Here, we provide wealth preservation and estate planning solutions in association with our carefully chosen partners working closely with you, your Chartered Accountant, legal and other tax advisors.
Estate planning services may just be the right thing for you incase:
you are going to generate substantial cash by selling a business you own
you have a family young enough to provide for the financial security for your spouse, children and grandchildren as they grow
your net worth is changing
you want to ensure that even after you, your estate provides meaningful & consistent benefits/returns to your dependents.
you are undergoing or have undergone a change in your personal or family situation.
Salient features :
Helps preserve assets by creating estate liquidity to pay immediate expenses and meet contingencies faced by the family and self
To ensure privacy of your financial affairs, income-splitting, or ensuring the proper investment management of your assets for a spouse or other beneficiaries
Assist in drafting & safekeeping of a WILL
