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Category Archives: Estate Planning

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  • November 22 2016
  • Jitendra Solanki

Estate Planning Basic- Even The Riches Missing It?

Mohammad Ali was a genius in his own destiny and had much more to admire in his life. We all admire him for what he achieved. It’s not then that his death brings tears in many of his fans and admirers. But there is another angle which has emerged after his death. Survived with four […]

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Retirement planning
  • June 5 2015
  • Taresh Bhatia

Retiring too early!Retiring too rich! Ways to effective Retirement planning

Retirement planning can be daunting if you are not clear on your goals and hence planning is important. Importance is on how your would like to retire, retire young or retire rich. Three bucket theory by Taresh Bhatia CFP can be stepping stones to effective retirement planning

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Real Estate
  • June 2 2015
  • CA. Indresh Malik

Real Estate as a part of your Asset Allocation

Asset allocation is an investment strategy that aims to balance our risk and reward by apportioning portfolio’s assets according to individual’s goals, risk tolerance and investment horizon.The main asset classes are equities, fixed-income, real estate, gold and cash and cash equivalents; these have different levels of risk and return, so each will behave differently over specified time horizon.

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Taxation of a Private Trust
  • June 17 2014
  • Jitendra Solanki

Taxation of a Private Trust

A private trust is an effective estate planning tool. Whether you have a special child, an estate to protect, or a business to be transferred to next generation, formation of a private trust resolves many issues in such situations. Although there is a lot of consideration before a private trust can be created one very […]

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Why and how should one make a will ?
  • October 10 2012
  • Prakash Prahraj

Why and how should one make a will ?

Six months back, Praveen Hazare died due to heart attack when he was 65 years old. He was staying in Thane with his spouse and two married sons. He had a flat in Mumbai and a flat in Bangalore. He died without making a will. After his death, there were disputes on sharing of properties. […]

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