Best Estate Planning Services | Succession Planning - PowerPoint PPT Presentation

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Best Estate Planning Services | Succession Planning

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An Estate planning service is the best solution for those who do not have any idea about creating a Will-document. Giving the planning works to an estate planning service will help you in many ways. Many people are using such services to prepare a better plan. NexGen is one of the top estate planning services that provide a perfect plan for their clients. – PowerPoint PPT presentation

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Date added: 23 November 2023
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Title: Best Estate Planning Services | Succession Planning


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  • Estate Planning
  • The use of Estate Planning Services has increased
    a lot by the year 2021. More than 83 of people
    and organizations use digital tools for estate
    planning services. Estate planning involves
    passing your assets, investments, and other
    properties to the next generation. Generally the
    passing is done from parents to their children.
    Sometimes the person receiving the assets can be
    an outsider. The transfer of properties is based,
    on the will of the current owner of those
    properties.
  • Estate planning is not only for the rich but for
    everyone who wants to settle their property
    affairs with their loved ones. Estate planning
    service provides the best solution for
    transferring peoples wealth and assets to their
    loved ones. It ensures the management and
    security of your assets beyond your lifetime.
    They will plan the will-document as per your wish
    and makes it work. The assets include life
    insurance, real estate, cars, personal
    belongings, debts, etc.
  • About Estate Planning Services
  • Inheritance is the process of passing your assets
    and investments to the next generation. It is
    done upon your will. An estate plan is the
    preparation of different tasks based on your
    assets. The planning involves the bequest of
    assets to heirs, settlements of estate taxes, and
    managing all assets. Estate plans are made with
    the help of an attorney.
  • Important topics regarding estate planning
  • Estate Plan
  • The estate plan includes making a will document.
    It also includes making charitable donations to
    limit taxes if necessary and collecting data
    about all the assets. An estate plan consists of
    methods to preserve and manage the assets of an
    individual.

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  • Will
  • A will is a document that includes all the data
    regarding the transfer of ones asset to others.
    The details of a Wills Draft document consist of
    the following.
  • How the assets should be distributed to the
    inheritors?
  • How the assets are to be handled if the inheritor
    is a minor child.
  • The details include the transfer of properties
    only after death.
  • What is an estate planning service?
  • Estate planning service ensures the management of
    your assets and wealth during and beyond your
    lifetime. Its main duty is to make a plan
    regarding the transfer of a persons wealth after
    his/her death. Succession planning is made in
    places where there is a need for leadership roles
    in the assets of a person.
  • Benefits of Estate Planning Service
  • Providing care for the family
  • The estate plan will provide enough money for you
    to take care of your family. The estate planning
    service will ensure that your assets are being
    taken care of after you pass away. If no adults
    are present to pass the assets, the children will
    be taken care of by the estate planning service.
    They will pass the assets to the children once
    they are eligible.
  • Makes sure that the property goes to the right
    hands
  • The estate plan will outline exactly where your
    assets are to go, and the estate planners will
    ensure it.

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  • Reduces tax and other expenses
  • Using an estate planning service will reduce the
    overall cost of planning the assets.
  • Saves time
  • An estate planning service will save you time as
    they will do all the work regarding the assets
    and their planning.
  • Importance of a Living Will in Estate Planning
  • A living will is an important health care
    document in estate planning. It provides the
    directions for a persons healthcare wishes, at a
    time when they are not able to do anything for
    themselves. The living will give you the
    constitutionality-protected rights to accept or
    refuse any medical treatment.
  • Leading Estate Planning Service
  • NexGen Estate planning solutions is one of the
    leading estate planning services. They provide
    all the facilities regarding estate planning with
    perfection. NexGen Estate Planners P Ltd is
    promoted by AAFM India.
  • Important Services provided by NexGen Estate
    Planning Solutions
  • Estate Audit
  • This is a comprehensive audit to make the client
    understand the planning done by NexGen estate
    planners. The estate planning professionals will
    completely check all the details about your
    assets.
  • Will document writing
  • The estate planners will give an idea about
    writing a will document and the plans that should
    be included in it.

6
  • Trust for minor or child-protection
  • If the person who receives the assets is a child
    and there are no other inheritors, they will take
    care of the child. The asset is given to the
    child after he/she is grown up.
  • Conclusion
  • An Estate planning service is the best solution
    for those who do not have any idea about creating
    a Will-document. Giving the planning works to an
    estate planning service will help you in many
    ways. Many people are using such services to
    prepare a better plan. NexGen is one of the top
    estate planning services that provide a perfect
    plan for their clients.
  • Thank You
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