We thank you for being a companion on a learning journey in 2020.
2020 IN RETROSPECT
It has been an unusual year. The news we kept hearing from family, friends and relatives was not all positive. There are stories about people who could not reach their kith and kin, when they were needed most, owing to different restrictions and protocols.
Our thoughts do turn towards creating a system, a structure which is independent of physical presence, and ensures a smooth transition of assets at the right time.
ESTATE PLANNING & WRITING A WILL
Estate planning and writing a will are sensitive topics.
Relationships are at stake.
Who knows how many more years we are going to live? How many times will personal equations change?
Why weaken relationship bonds and vitiate family goals, while we are still alive?
We do need goodwill to survive.
The stories we see and hear around inheritance and the battles surrounding it, make us extremely weary of discussing the topic.
Yet, there is something that we want to do, irrespective of consequences. There may be a long-held dream, a hidden concern, lack of trust and so much more that drives you.
There are many questions surrounding the topic that keep troubling us.
ASK DEEPAK BALANI
MoneyGoalz and Deepak Balani have a New Year Gift for you.
Deepak Balani, Legal advisor – Succession Planning and Inter-Family Settlements has helped many clients with personalised and extra-mile assistance.
The voucher will be sent on your Amazon-linked email account, after the question is answered.
ENSURE THAT YOU ARE LOGGED IN, BEFORE YOU ASK THE QUESTION.
Deepak Balani and Reena Saxena (Founder-Moneygoalz) have co-authored a program on “Leaving a Legacy – for a Will-full Life”. You may find details here