Fundamentals of Inheritance Planning
Inheritance Planning in association with Yellow
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Date
IST 11:00 AM
Time
Confluence Club, Good Earth Malhar, Kengeri
Location
73 Seats Left
Total Tickets
Silver Talkies
Organized By
Description
Silver Talkies and LVBL, in association with Yellow, present the Fundamentals of Inheritance Planning.
What is Inheritance Planning?
Inheritance planning is crucial in managing finances effectively as you age, especially for Indians. It involves creating an asset register to proactively plan the transfer of assets and safeguard one's legacy.
In this session, you will learn:
- The importance of making a will
- How to create a robust will
- Clearing misconceptions about nominees versus legal heirs and other related topics
- Understanding what a trust is and its role
- Comparing wills and trusts
Join us to gain valuable insights into inheritance planning and ensure your assets are managed according to your wishes.
What's Included
Speaker or Facilitator details
Nikhil Varghese
Host Name
Nikhil, a CA by profession, has spent a large chunk of his 15-year career at two of the “Big Four” involved in estate planning, taxation, and M&A transactions. Most recently he has been exclusively focused on succession planning as the regional head for southern India at one of India’s largest wealth management firms. At Yellow, he is building a team of estate planning experts to provide users with best-in-class support to complement our tech platform. He is also focused on strategy and finance matters.
Silver Talkies
Host Name
The Silver Talkies Club is a group of like-minded seniors across India and beyond who have joined our club because of their desire to age well. The club makes it easy for members to stay active,unlock new experiences and make new friends. All in a warm and welcoming group setting with like-minded silvers.
Silvertalkies Experience
Best Experts
Hand-picked facilitators with wealth of knowledge and years of experience.
Well Planned Sessions
Well-structured and suitably paced sessions allowing time for interactions.
Customer Reviews
Registration Price
Free
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