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Category Archives: Estate Planning

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  • September 13 2011
  • Jitendra Solanki

Private Trust-Why should you consider them?

Rahul has been running a business for the last ten years. He has two children – four and six years of age. Rahul has been worrying about – What will happen to them after him? How will I ensure that their expenses are met? Who will run my business after me? All these thoughts are […]

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Estate Planning Through Life Insurance
  • July 25 2011
  • Jitendra Solanki

Estate Planning Through Life Insurance

Estate planning is one of the major elements of any financial plan. It is the process by which you organize for the transfer your assets to your loved ones during your lifetime and after your death. This helps you achieve the goal of protecting their needs when you are not around. Various tools are available […]

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Writing a Will – Know some facts
  • July 10 2011
  • Jitendra Solanki

Writing a Will – Know some facts

One of my uncle’s died a few years back. He had a huge investment in property and other assets which he accumulated for his children’s future. With two sons and a daughter the family lived happily till he was alive. After his death, the same children are now fighting for gaining the maximum share from […]

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  • December 16 2010

Do it for your family – Do it in Right way

So finally you have understood the importance of Life, Health and accident Insurance. You have started saving for your Retirement and also for your children education and marriage. Today you have become so financially literate that you might not be misled by some Product agent and your life will work as per the designed Financial […]

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