Make the most of EldersWealth’s Estate Planning Services

You work incessantly to build assets and wealth for your loved ones. Estate Planning is that one crucial step to ensure that everything you’ve built and earned is passed on to them in the most hassle-free way. It is a part of Wealth structuring process wherein financial professionals help you transfer your assets as per your wish and in a seamless manner.

All of us built an estate in some way or the other. It comprises of everything from your car, house, deposits, investments, insurance and any other personal possession. Sizeable or not, this estate holds a very significant place in your heart, and you would want it to be handed over to someone beloved or responsible in case of your unfortunate absence tomorrow. ‘Estate Planning’ is nothing but a fulfilment of that wish. And with the help of an expert like EldersWealth, which is one of the most reliable Estate Planning Service providers in Bangalore, you can get the Estate Planning Services & Management done in the simplest of manner.

Availing Estate Planning Services is a prudent gesture of telling your loved ones that you always care about fulfilling their dreams and safeguarding their financial well-being. It’s an arrangement to ensure that your wishes are carried out while saving your loved ones from the hassle of taxes, legal fees and court visits; usually with the help of the most common and simple estate planning tool – Will

A Will is the legal way to ensure that your money, property & possessions are passed on to others in line with your wishes and in the fairest manner. Being one of the most reputed Succession Planning services in Bangalore, EldersWealth offers not only will-writing but also Estate Tax Planning in Bangalore

Here’s why Estate Planning Companies in Bangalore would recommend writing a will at an early stage:

  • To avoid lengthy and complicated legal process
  • To carry out your wishes and avoid inheritance disputes
  • To secure future of your dependent family members
  • To have a better hold on your tomorrow

If you want to avail the best Estate and Inheritance planning services and wondering when is the right time to make a will, here’s your answer. At any stage of life when you think you have built a substantial corpus / own valuable assets/ come across major life event, you should consult Estate Planning Service providers in Bangalore

and legally document it by writing a Will. It is also wise to seek assistance from Estate Planning Companies in Bangalore update it as and when important life events such as child birth, change in financial/marital status or, death of a family member occurs (every 3- 5 years).

Estate Tax Planning in Bangalore is also one of the essential steps in wealth structuring. EldersWealth, with the help of a legal professional, can help you manage tax implications associated with it. Here are some tax advantages of availing our Estate Planning Services/ writing a will

One can establish income tax file for HUF (Hindu Undivided Family) through a will. Given below are few advantages of will in case of tax planning:

  • Tax planning for creation of a Hindu Undivided Family through a will. [Sec 64 (2)]
  • Tax planning for bequests to Minor Children and Minor Grand Children through a will. [Sec 64 (1)]
  • Tax planning for transfer of funds to Wife by a will. [Sec 64 (1)]
  • Tax planning for transfer of Daughter- in –law by a will. [Sec 64 (1) (vi) and (vii)]
  • Tax planning by way of creation of Charitable Trust through a will. (Sec 11)
  • Tax planning for Discretionary Trust through a will. [Sec 164 (1)]
  • Tax planning of Discretionary Trust through a will for Business. [Sec 161 (1A)]
  • Assessment of Executor after the Testators Death. (Sec 168)
  • Continuance of the File of Deceased Person after Death. (Sec 168)
  • Exclusion of income distributed to Specific Legatees [Sec 168 (4)]

FAQ

What are estate planning services?

All of us built an estate in some way or the other. It comprises of everything from your car, house, deposits, investments, insurance and any other personal possession. Sizeable or not, this estate holds a very significant place in your heart, and you would want it to be handed over to someone beloved or responsible in case of your unfortunate absence tomorrow. ‘Estate Planning’ is nothing but a fulfilment of that wish. And with the help of an expert like EldersWealth, which is one of the most reliable Estate Planning Service providers in Bangalore, you can get the Estate Planning Services & Management done in the simplest of manner.

Availing Estate Planning Services is a prudent gesture of telling your loved ones that you always care about fulfilling their dreams and safeguarding their financial well-being. It’s an arrangement to ensure that your wishes are carried out while saving your loved ones from the hassle of taxes, legal fees and court visits.

Can a financial advisor help with Estate Planning Services Or Estate Planning Services & Management?

With the help of an expert like EldersWealth, which is one of the most reliable Estate Planning Service providers in Bangalore, you can get the Estate Planning Services & Management done in the simplest of manner.  

What makes up my taxable estate and how is my estate taxed?

Given below are few advantages of will in case of tax planning:

  • Tax planning for creation of a Hindu Undivided Family through a will. [Sec 64 (2)]
  • Tax planning for bequests to Minor Children and Minor Grand Children through a will. [Sec 64 (1)]
  • Tax planning for transfer of funds to Wife by a will. [Sec 64 (1)]
  • Tax planning for transfer of Daughter- in –law by a will. [Sec 64 (1) (vi) and (vii)]
  • Tax planning by way of creation of Charitable Trust through a will. (Sec 11)
  • Tax planning for Discretionary Trust through a will. [Sec 164 (1)]
  • Tax planning of Discretionary Trust through a will for Business. [Sec 161 (1A)]
  • Assessment of Executor after the Testators Death. (Sec 168)
  • Continuance of the File of Deceased Person after Death. (Sec 168)
  • Exclusion of income distributed to Specific Legatees [Sec 168 (4)]

What can I expect from my relationship with EldersWealth Wealth Management solutions?

Broadly there are two types of Annuity Plans:

Other options under immediate and deferred annuity plan:

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