Estate & Succession Planning

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To plan is to not fail. With our organized preparation and right kind of planning, the client is ensured that the assets would be transferred to the intended beneficiary. This is known as Estate and Succession Planning. They are tax-friendly too.

With able advice from our professionals and willing co-operation from the client’s side, the client is made sure that his/her family enjoys the same benefits that the client would have given them.

We work on legal nitty-gritty advice, financial dealings plus other remaining aspects to ensure the pre-determined decision is carried out in case of the client’s demise. Some of the tools include a Will, HUF, Trust etc.

The intent is:

  1. To minimize transfer expenditures from client to inheritors.
  2. To keep creditors at bay.

It also aims at retaining control and management of your assets during your lifetime and passing it on after death.

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