WAGH FINANCIALS
Facilitating Financial Bliss

Estate Planning Services

We are in the endeavor of building wealth to enjoy not only in our lifetime but also to pass it on to next generations as legacy. In india, Inheritance is governed by Indian Succession Act, 1925. Apart from this ,there are specific laws like Hindu Succession Act, 1956 (amended 2005), Muslim Personal Law (Shariat) etc.
Two effective mechanisms exercised for the purpose are Will and Private/Living Trusts.
Will
Will’ becomes an important document in this scenario to ensure distribution of wealth as per our wish. In absence of such document, there are cases of family disputes spoiling the relationships. Additionally, there are tedious court proceedings to establish the Succession from the deceased. These proceedings are costly as well as time consuming.
We assist our clients draft their ‘Will’ to ensure smooth transfer of their movable and immovable properties.
Private / Living Trusts
In case of situations, where the beneficiary is physically or mentally challenged, formation of Living Trust may be required.
Assets are assigned to Trust as per Trust Deed. Trustees are responsible to ensure beneficiary receives the benefits as mentioned in the Trust Deed.
For availing our Estate Planning Services, contact us for a free first consultation.
Financial Life Planning
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Mutual Fund Portfolio Analysis
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Tax Planing
We provide consultation on various aspects of taxation in respect of individuals, HUF. Individuals as employees, self employed, and retired persons who earn returns on their investments,....
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