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  • News From Press Financial planning tips: 5 important disclosures to your spouse to deal with untimely demise

    Financial planning tips: 5 important disclosures to your spouse to deal with untimely demise

    Source: Financial Express Jun 10, 2016

    Death can come to us at any point. If you are the sole earner of the family, it is your duty to not just secure the family’s financial future, but also instruct the family on what to do with your financial portfolio in case of your untimely demise.

    In India, there are huge, unclaimed sums of money locked in various accounts pertaining to banks, shares, mutual funds, fixed deposits, post office funds, etc. These accounts belong to deceased who didn’t issue clear instructions to their family about what to do with these accounts in case of their death.

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