Key goals and major guide for
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.
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.
Estate Plan Advisory
to all your investment details.
Preparation of Wills
for current FY for minimizing tax outgo.
Trust Formation & Management
for current FY for minimizing tax outgo.
Client Associate as executors
of the markets through in-house & secondary research.
Holding companies
so as to avoid any penal action and also maintain proper IT records.
The products offered includes
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.
We are a fee-only, conflict-free SEBI Registered financial advisor. Come to us for your Success Planned!
We are SEBI Regsistered Investment Advisor – INA000004922. Call us on 7028900521 or email us on info@moneynwealth.in with your query