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Updating nomination in jointly-held investments can be a pain; here's what you need to do

The process can be done online by the primary holder of a jointly-held bank account. But for demat accounts and mutual fund folios, this requires the consent of all the joint holders and must be done via offline mode or physical submission of forms. ....

Puneet Maheshwari , Rajat Dutta , Sonali Pradhan , Inheritance Needs Services , Computer Age Management Services , Exchange Board Of India , Exchange Board , Inheritance Needs , Julius Baer ,

The gift of inheritance: Should you sell the property or manage it?

Holding on to an inherited property comes with its own costs, selling may involve legal and tax issues. ....

United Arab Emirates , Madhya Pradesh , Kavitha Menon , Fazal Bandukwala , Heena Joshi , Subham Thakur , Rajat Dutta , Inheritance Needs Services , View Full Image , Inheritance Needs , Probitus Wealth , Sunny Dungarwal , Both Prakhar ,

Search for unclaimed bank deposits to get easier with RBI's centralised portal

With unclaimed deposits of over Rs 35,000 crore across public sector banks, a centralised portal will make it easier to track such deposits. Today, you have to go to each bank website to check if you and your family members have any unclaimed deposits. ....

Shaktikanta Das , Rajat Dutta , Lok Sabha , Vikash Jain , Adhil Shetty , Inheritance Needs Services , Awareness Fund , Share Samadhan Ltd , Reserve Bank , Governor Shaktikanta Das , Share Samadhan , Unclaimed Deposits , Bank Deposits , Bi Mpc , Rbi Governor , Online Portal , Unclaimed Bank Deposits , Rbi Monetary Policy ,

You can stress test your will: Here's how you can do it

Synopsis
There are firms, Inheritance Needs Services that conduct an exercise to ensure that the assets are transferred smoothly to the legal heirs. Here is how it is done.
Expert take: Estate planning is a crucial part of retirement planning
Related
You can now take a readiness test of your assets, with or without a will, through firms who simulate the testator’s death to check if the assets can be transferred smoothly. Here’s how one of the firms, Inheritance Needs Services, conducts this exercise:
1. The firm starts by assuming the testator has died.
2. If there is a will, its terms and requirements are taken into consideration before conducting the death simulation. ....

Inheritance Needs Services , Asset Status Report , Sound Will , Financial Planner , Stress Test , பரம்பரை தேவைகள் சேவைகள் , சொத்து நிலை அறிக்கை , ஒலி விருப்பம் , நிதி திட்டமிடுபவர் , மன அழுத்தம் சோதனை ,