Retire Smart in just 8-Steps! Your Ultimate Retirement Planning Checklist.
As Sandra Day O'Connor famously said, “I need to retire from retirement. " This highlights the importance of having a strong Retirement Planning Checklist in place. Proper planning ensures that…
Retirement Planning with 4% Rule in India: A Comprehensive Guide
Saving for retirement and retirement planning is a task. This requires a roadmap that guides you through your financial decisions in retirement, ensuring that your savings last as long as…
How Inflation Affects Your Retirement Savings: 4 Smart Tips to Secure Your Future
Prices are rising everywhere. Groceries, fuel, electricity, and what not. Our parents once bought a full bag of groceries for Rs. 500, and today, the same items cost Rs. 2000…
Will vs Gift Deed: Which One is Right for You?
You dedicate your life to earning money, building wealth, and securing long-term assets. Along the way, you form meaningful relationships, start a family, and create a life filled with purpose.…
Will vs Gift Deed: A Complete Guide to Choosing the Best Option
Two options often stand out when passing on your assets: a Will and a gift deed. Each has its own set of rules, benefits, and potential tax implications, and deciding…
Strategies to Avoid Probate: Simplify Estate Planning and Protect Your Legacy
Estate planning is essential to secure your legacy, ensuring a smooth transfer of your assets to loved ones. One key aspect of this process is understanding probate—a legal procedure that…
Probate: The Hidden Truths Behind the Process You Need to Know
“The only thing certain in life is death and taxes," observed Benjamin Franklin, highlighting two inevitable truths that everyone must face. While death marks the end of a journey, it…
Understanding Probate: What It Is and Why It Matters
A will is a legal document that outlines an individual's wishes, referred to as the testator (if male) or testatrix (if female), regarding the distribution of their assets after death.…
The 7 Critical Do’s and Don’t’s of Will Making For NRIs
For NRIs (Non-Resident Indians) managing assets across borders, making a Will is crucial to ensure their legacy is carried out as they want and easing the inheritance process for their…
Preserving Legacies: Inheriting Assets and Taxation as an NRI
Inheriting assets as a Non-Resident Indian (NRI), whether it’s an ancestral home in India or investments abroad, often comes with its share of legal and tax-related nuances. The tax treatment…