Best Ways To Secure Kids Financial Future With Succession Planning 👨‍👨‍👧‍👦


What Exactly Is Succession Planning?Succession Planning is a collection of documents that specify how you want your:

1. Physical
2. Financial
3. Digital
4. Intangible
5. Business Assets to be distributed

Making it easier to pass on your wealth created in your lifetime to the next generation in case of eventuality or disability etc.

1. Why Should You Plan?

2. When Should You Plan?

3. How Should You Plan?

4. Nomination in PPF, FD, RD, Savings Account

5. Nomination in Life Insurance & MutualFunds

6. Five Goals of a Good Inheritance Plan

7. Four Essential Documents Which Everyone Must Have

8. Advantages of Estate Planning

9. Estate Planning Basics

10. What are the Consequences of Not Doing Estate Planning

11. Business Succession Planning

12. Special Child needs Trust Information

13. Estate Planning Check List Sheet


Checklist for

Letter of Guardianship
Estate Plan


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By Team WM

WealthMunshi Team comprises finance professionals, writers, editors, and subject matter experts dedicated to delivering accurate and reliable information on personal finance and wealth management. Our goal is to simplify complex financial concepts and industry jargon, making finance accessible to all. With relatable content and practical advice, we empower individuals to make informed decisions and achieve their financial goals. Trust us to provide comprehensive guidance on financial planning, investment strategies, tax optimization, and wealth preservation. Join us on this enriching financial journey and let WealthMunshi be your trusted partner in securing a brighter future.

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