Category: Estate Planning

Transfer of Inheritance Property to NRIs

A Complete Guide to Transferring Inherited Property to NRIs in India

Inheriting property is not so complex if you are a resident Indian but on the other hand, if you are an NRI, inheriting property in India...

Published date July 19, 2023
by Research Desk

Estate Planning / FEMA / Financial Planning / Investment Planning / NRI / Personal Finance / Provident Fund / Tax Planning

Section 89A Guide for NRIs: Claiming Tax Relief on Foreign Retirement Benefit Accounts

Non-resident Indians (NRIs) planning to settle down in India after retirement with foreign retirement benefits accounts often faces a lot of difficulties in claiming the benefits...

Published date May 23, 2023
by Research Desk

Advisor Zone / Alternative Investments / Estate Planning / FEMA / Financial Planning / Fixed Income / income Tax / Insurance Planning / Investment Planning / Real Estate / Retirement Planning / Tax Planning

REIT’s: Real Estate Investment Trusts

Traditionally most Indians have had a significant portion of their net worth in real estate but in recent times due to a rise of property prices...

Published date August 27, 2021
by Research Desk

Estate Planning / Personal Finance

Succession Planning is not only for the Rich

Here are a few guidelines which emphasize that Succession Planning is not only for the Rich: “Men may come & men may go, but I go on...

Last updated on July 26, 2023
by Research Desk

Estate Planning

Estate Planning through a Will or a Trust

Importance and Benefits of Estate Planning: Most of the family disputes in India occur due to a lack of proper “Estate Planning”. People at a young...

Last updated on August 11, 2023
by Research Desk

Estate Planning

Why, When & How Of Will Writing

Significance of Will Writing Click here to be a part of myMoneySage Elite an exclusive community to the elite and discerning who want to maximize their...

Last updated on August 11, 2023
by KishorKumar Balpalli