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Estate Planning

Comprehensive Estate Planning Services

At NRI Wealth Management, we understand that estate planning is more than just preparing for the future—it’s about protecting your legacy, providing for your loved ones, and ensuring your wishes are honored. As fiduciary advisors, we are committed to delivering personalized, transparent, and ethically sound estate planning solutions tailored to your unique needs.

Why Estate Planning Matters

Estate planning is essential for securing your financial legacy, minimizing tax burdens, and ensuring your assets are distributed according to your wishes. Whether you’re focused on supporting your family, advancing charitable causes, or protecting a business you’ve built, a well-crafted estate plan can provide peace of mind.

Our Estate Planning Services
1
Personalized Strategy Development
We begin by understanding your goals, values, and family dynamics to create and tailor an estate plan that reflects your priorities.
2
Comprehensive Asset Review
Our team conducts a detailed review of your assets and liabilities, ensuring every part of your financial life is considered in the planning process.
3
Legal Document Preparation and Review
Working closely with trusted estate attorneys, we ensure all key documents are in place, including:
  • Wills
  • Trusts (e.g., revocable living trusts, irrevocable trusts)
  • Powers of attorney for financial and healthcare decisions
  • Living wills/advance healthcare directives
4
Tax-Efficient Planning
We help minimize estate, gift, and transfer taxes using proven strategies such as gifting, charitable contributions, and trust structures, all while keeping you informed about changing tax laws.
5
Beneficiary Designation Alignment
Ensuring beneficiary designations on accounts and insurance policies align with your estate plan to avoid unintended consequences.
6
Incapacity Planning
We establish safeguards to manage your financial and healthcare decisions in case of incapacity, ensuring your interests and those of your loved ones are protected.
7
Business Succession Planning
For business owners, we design strategies to transition ownership or management smoothly, ensuring your business thrives for generations to come.
8
Ongoing Reviews and Updates
Life changes, and so should your estate plan. We provide regular reviews and updates to adapt to new laws, financial circumstances, or family situations.
Why Choose NRI Wealth Management?

As fiduciary advisors, we are legally bound to act in your best interest. This commitment drives everything we do, from providing transparent advice to collaborating with legal and tax professionals to delivering a seamless, comprehensive estate planning experience.

Let us help you secure your financial legacy with care, expertise, and integrity.

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Contact Info

Office Address

  • +Time Square, New York USA, 3454