How can I ensure appropriate distribution of financial assets?

How can I ensure appropriate distribution of financial assets?

What steps can I take to prevent common estate planning mistakes and ensure that assets are distributed appropriately? —Name withheld on request In estate planning, individuals can take proactive steps to avoid common mistakes and ensure their assets are distributed as intended. Updating beneficiaries is crucial to reflect life changes accurately. For instance, failing to … Read more

How to ensure fair distribution of assets in an estate plan?

How to ensure fair distribution of assets in an estate plan?

I have three sons, all of whom are married and have children. My eldest son and his family, who have been residing in the US, are now returning to India. The relations between all my family members are cordial. I now want to divide my estate (primarily my investments in listed stocks, mutual funds and … Read more