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  • News From Press Financial planning: Why end-of-life planning is crucial and how to do it

    Financial planning: Why end-of-life planning is crucial and how to do it

    Source: ET Wealth Aug 12, 2024

    The elderly couple did not have children. They wanted their wealth to support a few charities. The man wrote a will, registered it and appointed two trusted nephews as executors. His wife survived him, but she also passed away last month, telling her nephews how happy she was to be giving away what they had for good causes. One of the executors, a dear friend, called to tell me that 21 legal heirs had surfaced and seemed to have a case for splitting the wealth.

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