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Estate Planning

Comprehensive Estate Planning Services

We at NRI Wealth Management acknowledge that planning your estate is much more than just preparing for the future. It is about shielding your legacy, safeguarding and providing for your loved ones and ensuring that your wishes are honored. As 100% fiduciary advisors, we are dedicated to giving you, as our clients, tailored, transparent and ethically sound estate planning solutions, molded to your unique circumstances and needs.

Why Estate Planning Matters

Planning your estate is vitally important and crucial to secure your financial legacy. This is achieved by minimizing tax burdens and ensuring that your assets are distributed only as per your wishes. Irrespective of your focus area – whether it is to support your family, providing to a charitable cause close to your heart, or even protecting a business you have built and grown – a well crafted estate plan will not fail to give you what is most important – peace of mind.

Our Estate Planning Services
1
Personalized Strategy Development
The first step is to understand your goals, values and the dynamics of your family and finances to create and alter an estate plan reflective of your priorities.
2
Comprehensive Asset Review
The next step would be for our team to carry out a detailed review of your assets and liabilities, so as to ensure that every aspect of your financial life is considered in the process of crafting an estate plan.
3
Legal Document Preparation and Review
As we collaborate with trusted attorneys, it is ensured by our team that all key documents are well in place, as and when required. These documents are inclusive, but not limited to:
  • 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
Apart from just creating an estate plan, we also minimize the tax liabilities on estate, gifts, transfers etc. For this we employ proven strategies - such as gifting, contributions to charities and trust structures, all while keeping you informed and updated about the newest and changing tax laws and compliances.
5
Beneficiary Designation Alignment
The next step would be to designate beneficiaries on accounts, insurance policies, etc that are in alignment with your new estate plan. This will help in avoiding consequences that are unintended.
6
Incapacity Planning
Though not a rosy thought, incapacity also needs to be provided for. We put safeguards in place to manage your financial and healthcare decisions in the possibility of incapacity, so as to ensure not just your own interests, but also the protection of your family and loved ones.
7
Business Succession Planning
In the case that you own a business, we also create a range of strategies to transfer and/or transition ownership and/or management of the business in a smooth fashion, so as to ensure that it keeps running and thriving for generations to come.
8
Ongoing Reviews and Updates
Change is the only constant, and life always changes. So should your estate plan. We thereby conduct regular reviews and update your estate plan in consultation with you to best adapt to new laws, new circumstances and new family situations.
Why Choose NRI Wealth Management?

As 100% fiduciary advisors, we are legally bound to act only in the best interest of our clients, i.e. you. This commitment is the driving force of everything we do – having transparency in the advice we give, collaborating with attorneys, and tax professionals and delivering a no-hassle and comprehensive estate plan and related services.

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