What Exactly Is Succession Planning?Succession Planning is aย collection of documentsย that specify how you want your:
1.ย Physical
2.ย Financial
3.ย Digital
4.ย Intangible
5.ย Business Assets to be distributed
Making it easier toย pass on your wealth created in your lifetime to the next generationย in case of eventuality or disability etc.
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
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
![]() Will |
![]() Trust |
![]() Letter of Guardianship |
![]() Estate Plan |