Retirement and Estate Planning Services
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Retirement and Estate Planning Services
Planning your retirement and future should be a daunting task. Abhishek Bansal will provide you with the best Retirement and Estate Planning Services to provide you with the peace of mind and financial security you deserve. We will help you to traverse the legal and financial complexities associated with retirement and estate planning.
Secure Your Future with Expert Planning
Do you want to enjoy your golden years without having any financial stress? Well, worry not; it will help to create a comprehensive retirement plan that will guarantee you a worry-free and comfortable retirement. Our team of experts will focus on maximising your savings, optimising investments, and ensuring a steady income stream to support your desired lifestyle.
Effective Estate Planning Solutions
Estate planning is more than just distributing assets; it's about protecting your legacy. Our estate planning services ensure that your wealth is transferred to your beneficiaries according to your wishes, minimising legal complications and taxes. We help you create wills, establish trusts, and appoint guardians, making the process seamless and efficient. For your smooth retirement and estate planning, we offer numerous services. Some of them are as follows:-
Will drafting & Management
Our experts will help you draft a will that will help you in distributing your assets among your beneficiaries. We will help you draft your will as per the legal standards so that there aren't any issues in the future. Furthermore, this will also help in avoiding any future delays or disputes.
Private Trust Setup
We can also help you to set up a private trust that will take care of your assets and investments and distribute them amongst your beneficiaries as needed. This way, you can ensure that your property and assets are used and processed as you want.
Why Choose Us?
We have years of experience when it comes to financial planning. Abhishek Bansal offers a wide range of financial planning services that will help you easily retire. We have the best professionals in the industry, so make sure that you have enough savings to live your golden years without any worry. Moreover, we can also help you in planning your estates and get your affairs in order so that your family and loved ones can live the life you dreamed of. So, what are you waiting for? Contact us today for a consultation.
Service FAQ’s
A will is a legal document that outlines how your assets should be distributed after your death. A trust, on the other hand, is an arrangement where a trustee holds and manages your assets for the benefit of your beneficiaries. Trusts can be more flexible and provide better control over asset distribution.
The retirement amount that you need to save depends upon the lifestyle that you want once you retire. Furthermore, you need to factor in things such as inflation and healthcare costs to ensure you have enough savings.
If you die without the will, then your assets will be distributed according to the law, which may not align with your wishes. This can lead to disputes and delays.
You can reduce your estate tax by applying effective estate planning strategies. These strategies include setting up trusts and making charitable donations, which can help minimise estate taxes. Our advisors can guide you through these options to ensure tax efficiency.