We help you build a lasting legacy by ensuring your wealth is seamlessly passed down to your loved ones. We connect you to a team of legacy planning specialists and asset managers that can help manage complex trusts and estates. A seamless transfer of ownership can avoid disputes among family members. We also help you support the causes you believe in, with our range of legacy planning solutions.
Legacy planning entails financial bequests of passing down not only your tangible assets, but also your beliefs. You can create trusts or college funds to support the next generation while also establishing limitations on the support. Legacy planning also helps you support charitable causes that matter to you the most even when you are not around. It is also an important factor to be considered in the event of incapacitation. You can designate a trusted individual to make decisions on your behalf through legacy planning.
Legacy planning is an important aspect of wealth planning:
Provide your loved ones a financial cushion in the event of uncertainties. Ensure your children receive the right education with proper legacy planning.
Our Relationship Managers work with a team of wealth legacy planning experts to guide you through this sensitive yet complex aspect of wealth planning.
Without proper legacy planning, the court must get involved to distribute the assets. When this happens, heirs may have to bear hefty expenses to claim the assets.
We ensure that your business beliefs are passed on to the right person. We help you transfer the ownership of your business with ease.
A smooth transfer of assets starts with proper planning and execution.
We help you ascertain your financial goals, whether it is providing financial security to your family, preserving your family business or supporting a charitable cause.
Gather information for all your assets including real estate, jewellery and other valuables. Take into consideration any debts or liabilities as well.
Decide who will receive your assets or portion of your assets. Beneficiaries can be your family member, friends, charities, etc.
A team of estate planning specialists help you create a plan to efficiently distribute your assets. Additionally, you can make your will online in a completely automated manner.
Yes, you will. A will is a legal document that lets you decide who will receive your assets. In this case, assets can be anything, ranging from your car, your collectibles, money saved in a Savings Account or Fixed Deposits, etc. In the absence of a will, the passing down of the estate is per the respective Succession Acts.
Yes. In fact, per the Indian Succession Act of 1925, you need two or more witnesses to attest the will.
Any individual apart from the beneficiary can be a witness.
Yes, you can. You can change your will at any time. Also, there is no restriction on the number of times you change your will.
