Categories
Blogs

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

line.png

Checklist for

eac34b5f-a0bd-4a3c-95f0-5bfe119fd47b.png
Will
07faefcb-fc16-400c-aae8-b9151c2874fa.png
Trust
a1ef407e-a309-4f41-afe9-8b1506eebef7.png
Letter of Guardianship
06950cf0-c20f-4b39-957a-8e769bc57857.png
Estate Plan

02b4e0ad-7d38-4388-837f-c88f8b4e7949.png

Avatar photo

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.

Leave a Reply

Your email address will not be published. Required fields are marked *