Monday, September 18, 2023

Why WILL? Great tool to gain peace with clarity today

Why WILL ? #keepitsimple

#WILL is a tool to gain peace with clarity on -

1- What you hold,
2- How you hold,
3- Who is the legal owner,
and
4- How much you own

and also includes clarity on,

1- Who will own, post you
2- How much she/he will own, post you
3- How will it be transferred,
4- whether it will be transferred or you need to do something today

easily and legally.

Isn't it a great tool?

#estateplanning #successionplanning #financialplanning #financialplanner #retirementplanning #peaceofmind #clarity #investing #mutualfund #mutualfunds #investingforbeginners #financialliteracy #financialwellbeing #wealthcreation #wealthprotection

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