Wills and its Types: Why Everyone Needs One for Secure Legacy Planning
Most of us want to plan for the future, but we often overlook a simple yet essential step in protecting our legacy which is creating a will. A Will is…
Managing Bank Accounts for a Better Financial Planning
Bank accounts are among the most common assets we possess. Starting at the age of 13 -15 years and continuing until retirement, we frequently open multiple bank accounts. Each move…
How to Organize Your Investment Accounts?
India's mutual fund market has experienced remarkable growth. According to the Association of Mutual Funds in India (AMFI), there are currently about 8.76 crore (87.6 million) Systematic Investment Plan (SIP)…
Will Power: 8 Easy Steps to Draft a Will
Did you know Napoleon Bonaparte wanted his head shaved and his hair given to friends after his death? And Harry Houdini left a secret code for his wife, hoping to…
Estate Planning Blunders: Mistakes to Avoid While Creating a Will for Your Inheritance
Martin Luther King left no Will, so his legacy included an ongoing legal battle. Jimi Hendrix left no Will and decades of family disputes. Bob Marley left no Will, and…
Various Methods of Succession Planning
Introduction As wisely stated by American Human Rights Activist, Malcolm X, “the future belongs to those who prepare for it today”. In the journey we call life, the choices we…
Succession Planning – An Introduction
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffet Thus, succession planning is crucial for this reason. It makes sure your…
The Role of Trusts and Wills in Succession Planning
With family-run businesses having become a norm in India and with the rapid advancement of globalisation, the significance of succession planning has become unprecedented. Ensuring a smooth transfer of assets…
