Wealth transfer is again a neglected area in financial planning in India. “Will preparation” is always been attached to affluent people.
To break the myth we also provide entire range of estate planning in an affordable cost. We have combine plan of wealth management and estate planning and also provide separate consultancy on estate planning. From will preparation to Society and Trust planning and creation are been done here.

What is 'Estate Planning' ?

Estate planning is the collection of preparation tasks that serve to manage an individual's asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.

Some of the major estate planning tasks include:

• Creating a will
• Limiting estate taxes by setting up trust accounts in the name of beneficiaries
• Establishing a guardian for living dependents
• Naming an executor of the estate to oversee the terms of the will
• Creating/updating beneficiaries on plans such as life insurance etc.
• Establishing annual gifting to reduce the taxable estate
• Setting up durable power of attorney (POA) to direct other assets and investments

It's Never Too Soon to Start Planning

If you want to retire wealthy you need a solid plan. You need tips, tricks, and advice from experts so that you can maximize your savings and retire comfortably. Whether you're just graduating college or months away from retirement, there is always something new to learn.