Estate Planning

Estate Planning is the process of arranging and planning your succession and financial affairs. Estate Planning Services ensure the management of your Estate during and beyond your lifetime and plan your legacy.

Estate Planning helps you ensure the following :

  • Planning for harmonious succession and disposition of your Estate.
  • Protection of your Estate with your family’s needs in mind.
  • Effective management of your Estate during and beyond your lifetime.
  • Preparing your Estate for unforeseen eventualities.

 

The primary goal of Estate Planning is ensuring that the Estate of the individual passes to the Estate owner’s intended beneficiaries, often including efficient succession planning and avoiding or minimizing court proceedings in succession matters.

We help our clients in efficient transfer of wealth to successive generations. An ill planned succession risks negative financial consequences for the family fortune and leads to unnecessary stress and conflict among family members. We help our clients tailor a Structure to articulate and implement their vision for succession and continuity of the family wealth during their lifetime. Our in-depth experience in continuity of family wealth helps us to visualize the specific needs of each client family.


Following are the levels of our services:-

  • Estate Plan Advisory
  • Preparation of Wills
  • Trust Formation
  • Trust Management
  • Client Associates as executors
  • Complex structures like holding companies

To avail of the above services and to know more about it, Email us on navin@moneynwealth.in.