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Sneha Makhija

Head Of Wealth Planning, Products & Solutions

Sanctum Wealth

7 easy steps to draw your estate plan

BUSINESS

7 easy steps to draw your estate plan

Writing a will is just one aspect of drawing up your estate plan. You need to take stock of your assets and liabilities and who your beneficiaries are. Some of your beneficiaries may also be conditional.

Where there’s a Will there’s a way: Avoid making these common mistakes with yours

BUSINESS

Where there’s a Will there’s a way: Avoid making these common mistakes with yours

Estate planning is often left for the last minute, kept secret even from beneficiaries, and not given priority. Such mistakes can be harmful.

Family governance: A conflict-free structure for passing on your wealth to heirs

BUSINESS

Family governance: A conflict-free structure for passing on your wealth to heirs

Family governance is a set of rules put together by a family. This set of formal and informal rules structures the decision-making processes in family businesses

Will or Trust? The key choice to make in estate planning

BUSINESS

Will or Trust? The key choice to make in estate planning

A good estate plan not only addresses your current needs, but also assesses all possible tools considering your unique circumstances

Why writing a Will is not a one-time exercise

BUSINESS

Why writing a Will is not a one-time exercise

You should keep reviewing your Will periodically. It must factor situations such as birth, death, marriage of a family member, purchase of new assets and legislative changes

Estate planning: A necessity at all life stages and for income levels

BUSINESS

Estate planning: A necessity at all life stages and for income levels

In the absence of a Will, intestacy laws will ascertain how your assets are passed on, which may go against the interests of your loved ones

How to make a solid estate plan during these pandemic times

BUSINESS

How to make a solid estate plan during these pandemic times

If you do not have an estate plan in place, the distribution of your assets would done according to the government’s intestate succession laws

Afraid to write your Will? Here is how to overcome your fears

BUSINESS

Afraid to write your Will? Here is how to overcome your fears

Aside from thinking of death when it comes to making a Will, many of us procrastinate on our estate planning because we think it could lead to a family feud later. Ironically, not leaving a Will behind can lead to a family feud later.

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