Provides advice & guidance to clients regarding their investments & manage their investment portfolios.
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Estate Planning
Estate Planning
“Estate planning involves organizing your affairs to ensure that your assets are distributed according to your wishes after your death. It also involves planning for potential incapacity."
I List all your assets, including real estate, bank accounts, investments, retirement accounts, personal property, and any business interests.
01
Establish Trusts
Establish Trusts
Allows you to manage your assets during your lifetime and specifies how they should be distributed after your death, potentially avoiding probate.
02
Plan for
Plan for
Incapacity
Appoints someone to manage your financial affairs if you become incapacitated.Specifies your preferences for medical treatment and end-of-life care.
03
Consider Tax Implications
Be aware of annual gift tax exclusions and lifetime limits. Gifts to individuals or charities may reduce the size of your estate.
04
Review Beneficiary Designations
Ensure that beneficiary designations on retirement accounts, insurance policies, and other financial accounts align with your overall estate plan.
Performance Reporting
Create a Comprehensive Plan
Combine Documents:
Integrate your will, trusts, power of attorney, and other documents into a cohesive estate plan.Consult Professionals:
Work with estate planning attorneys, financial advisors, and tax professionals to ensure all aspects of your plan are addressed.
Call: +91 99138 63337
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