Estate Planning
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Find the will to write a Will! Simple steps to make one
- February 16, 2016
- Category: Estate Planning
No CommentsYou spend more than half of your lifetime in creating wealth through assets like property, investments, gold, vehicle, etc. But what happens to it when you are gone? You may have nominated your loved ones across various assets but they are not the true owners, only trustees. Amongst your children, you may want to give more to the financially weaker one. Not just the money, specific things which hold sentimental value, you may want to bequeath to certain members. In the absence of a Will, the law of succession will apply, i.e., your property will be distributed equally amongst your […]
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Letter from a Widow, the sequel!!
- August 23, 2012
- Category: Estate Planning
After publishing my last blog on a letter from a widow, I got a lot of responses from many of my clients expressing interest and concern for their own situations. Hence I am posting this article on how one can protect one’s loved one in case of such kind of unfortunate but certain events. First and foremost, have a physical set of all the documents which prove existence of your assets, e.g. Bank Statements , Netbanking login ID & password Insurance policies, both Health and Life insurance with contact no. of the Insurance Agent (Document for claim Process) Bank locker […]