The primary goal of Estate Planning is ensuring that the estate of the individual passes to the Estate owner’s intended beneficiaries, often including efficient succession planning and avoiding or minimizing court proceedings in succession matters.

Estate Planning helps you ensure the following:

  • Planning for harmonious succession and disposition of your estate

  • Protection of your estate with your family’s needs in mind

  • Effective management of your estate during and beyond your lifetime

  • Preparing your Estate for unforeseen eventualities

Without an appropriate estate plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets. An ill planned succession risks negative financial consequences for the family fortune and leads to unnecessary stress and conflict among family members. Therefore, it is necessary to have an estate plan in place to prevent any issues in the future, and Indian Wealth Management can guide you throughout the process.