Assets Transfer Planning
We Work With Individuals and Families in All Phases of Life.
Your personal finances and investments can become overwhelming and complex. At Sampadha, our main goal is to simplify your financial life.
Asset Transfer or Estate Planning:
1. Assets Nominee, Beneficiary and Legal Heir Analysis
2. Existing Assets and Transfer Plan
3. HUF Benefits Analysis
4. Trust Benefits Analysis
5. Business Succession Planning
6. Trusts Funding and Planning
7. Guidance on Creating and Reviewing Power of Attorney
8. Recommendation or Curation of Estate Planning Lawyer
9. Spouse Benefits or Asset Transfer Analysis
10. Kids Benefits or Asset Transfer Analysis
11. Parents Benefits or Assets Transfer Analysis
12. Siblings Benefits or Assets Transfer Analysis
13. Documents and Records Protection
Are we right for you?
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.