ESTATE PLANNING

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Estate Planning

You work hard throughout your life building assets. And you probably do this to ensure financial safety and security for your loved ones.

But what would happen to these assets on your sudden demise? Have you given a thought to it?

That’s where estate planning comes into the picture.

Estate Planning is not only for the Rich and the Old. And it is not an exercise to be looked after post-retirement.

Estate Planning simply refers to the passing down of your residual assets from one generation to another.

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Create a legacy that provides for your family, supports the causes and charities you care about and maintains your values and vision across future generations. Our experienced Estate and Trust professionals provide advice on tax-efficient wealth transfers, with a view to helping you:

  • Review your existing estate planning documents
  • Integrate your estate plans with tax, investment, business and insurance planning
  • Manage the issues associated with a sizable inheritance
  • Identify the most beneficial trust structures for your particular needs
  • Use tax-efficient wealth-transfer strategies
  • Carry out your philanthropic goals
  • Coordinate with legal counsel to modify your estate planning documents so they accurately reflect your wishes
  • Advise on business succession strategies
  • Support family wealth education

Managing Fiduciary Relationships with Care and Discretion


Through Sagar Financial Services, you have access to a variety of Personal Trust Administration Services. These services include acting as your:

  • Trustee or Co-Trustee
  • Executor or Personal Representative
  • Agent for Executor or Personal Representative
  • Guardian or Conservator
  • Agent for Special Situations