Will and Estate Planning for Legacy Security
What is this service:
Will and Estate Planning for Legacy Security is a meticulous service designed to secure your family’s legacy. As your Financial Freedom Specialist, I tailor these services for married couples with young children, aspiring parents, and individuals in major metros.
Why it is important:
Will and estate planning are critical components of ensuring that your family’s financial future is secure and aligned with your wishes. By crafting a meticulous plan, you can safeguard your assets, provide for your loved ones, and create a lasting legacy. This service is crucial for married couples with young children and aspiring parents.
For Whom:
This service is specifically designed for married couples with young children, aspiring parents, and individuals in major metros. If you want to ensure that your family’s financial future is safeguarded through strategic will and estate planning, this service is tailored to address your unique needs.
How I, Taresh Bhatia, Help:
With my experience and expertise, I guide clients through the intricacies of will and estate planning. I work closely with them to understand their family dynamics, financial goals, and aspirations, crafting a comprehensive plan that ensures their legacy is secure.
What Can You Expect to Achieve:
Expect a meticulously crafted will and estate plan that safeguards your family’s legacy, ensuring your assets are distributed according to your wishes and your loved ones are provided for.
What is Not Covered (Disclaimers):
Will and Estate Planning for Legacy Security provides general guidance on will and estate planning but does not replace the need for legal advice. Specific legal recommendations require consultation with a qualified attorney.
If you have any question or query, use any of the following options convenient to you and connect
I retired from the Army with a handsome amount of remuneration on retirement. I am not a very financial person, and this brought me tension! There were hundreds of pieces of advice; I was convinced I would have to take the advice of a financial doctor- a Certified Financial Advisor. That was the time an Army colleague introduced me to Mr Taresh Bhatia. During our interaction, Taresh seemed to know his Business and was logical and convincing. We went through my Goals and risk appetite scientifically, and an investment plan was made. I am so happy that my hard-earned money was well cared for and the returns on my investment are showing. Tareshji takes a good care of the portfolio and does an interim review of all investment . I am very satisfied and happy with my financial state.
