Succession Planning Series

This edition (#15) of the M2K Advisors Succession Planning Series explains the concept of bequest under a will—how it works, […]

This part of M2K’s Succession Planning Series (#29) focuses on how various landmark legal rulings have shaped the understanding of

In Part I of the Taxation of Trust series, we explored how private trusts are taxed and how the trust’s

Trusts are often used as estate planning tools, but when it comes to taxes, things get a bit murky. Unlike

In this edition of M2K Advisors’ Succession Planning Series (#20), we explore four major court rulings that have helped define

This blog, part of M2K Advisors’ Succession Planning Series (#19), takes a practical look at how wills can be contested—and

While most people think wills are only governed by the Indian Succession Act, the truth is that several other laws

This edition (#18) of the Succession Planning Series by M2K Advisors picks up from Part I and focuses exclusively on

This blog is part of M2K Advisors’ Succession Planning Series (#14) and focuses on three crucial yet often misunderstood elements

When someone passes away, it’s not always their absence that causes stress. It’s the confusion. The paperwork. The questions about

Drafting a Will isn’t just about dividing wealth—it’s about clarity, intention, and peace of mind. This blog breaks down everything

Let’s be honest—most people don’t want to think about Wills until it’s too late. But the truth is, having a

When a Christian passes away without a valid Will, the law doesn’t leave things to chance. The Indian Succession Act,

When a Hindu person dies without leaving a Will, there’s a legal roadmap for who inherits what. That map is

When a Hindu woman passes away without writing a Will, her property isn’t automatically passed down to her children or

When a Hindu male passes away without leaving a valid Will, the Hindu Succession Act, 1956 comes into play. It

When a Hindu man dies without leaving a Will, the law decides how his property is distributed. The Hindu Succession

If someone dies without a Will, there’s no guessing who gets what. The law decides. For Hindus, Buddhists, Jains, and

When a person dies, one of the first questions that comes up is simple: what happens to their property? The

Succession planning isn’t just about passing on money or assets — it’s about avoiding chaos, protecting family relationships, and ensuring

This part of the Succession Planning Series focuses entirely on discretionary trusts, a structure where beneficiaries do not have defined