Close Menu
    What's Hot

    When the World Feels Out of Control, Here’s What You Can Do With Your Money

    October 24, 2025

    Insurance or Investment? The Sequence That Quietly Protects Your Legacy

    October 12, 2025

    The Resilience Matrix: A Board-Ready Way UHNW Families Make Durable Decisions

    September 15, 2025
    Facebook X (Twitter) Instagram
    Sandeep N Setty
    • BIO
    • BOOKS
    • TESTIMONIALS
    • LEGACY FLOW
    • SERVICES
      • HOW IT WORKS
      • WHO ITS FOR
      • WHY US?
    • BLOG
    • MEDIA
    • CONTACT
    Sandeep N Setty
    Home » Blog

    Aspects Affecting Succession – Family Issues 

    Sandeep N SettyApril 23, 2025

    Succession planning in family enterprises is both an art and a science—a delicate balance of legal, financial, and deeply personal…

    Estate Planning Throughout Your Lifetime

    Sandeep N SettyApril 23, 2025

    Estate planning isn’t a one‑time task—it evolves as your life does. From the moment you turn 18 through the peak…

    Aspects Affecting Succession Decisions: Taxation Issues You Must Understand

    Sandeep N SettyApril 22, 2025

    When planning succession—whether for personal assets or a family business—taxation is often the elephant in the room. It’s complex, multifaceted,…

    When to Make a Will: Timing, Tips, and Essential Questions

    Sandeep N SettyApril 22, 2025

    Creating a will is one of the most important steps you can take to protect your legacy and provide for…

    Preparing Heirs for Inheritance – The Knowledge Bank

    Sandeep N SettyApril 21, 2025

    When it comes to inheritance, we often focus on the “money bank,” but what about the “knowledge bank?” Without financial…

    Insurance as an Estate Planning Tool: Five Powerful Uses for High‑Net‑Worth Individuals and Family Patriarchs

    Sandeep N SettyApril 19, 2025

    For HNIs, CEOs, venture capitalists, celebrities, and business owners, life insurance is more than protection — it’s a strategic instrument…

    Business Succession Planning as a Sole Owner

    Sandeep N SettyApril 18, 2025

    When you’re the sole owner with no family or partners to inherit or run your business, robust succession planning must…

    Financial Goal Protection Through Insurance Trusts in India

    Sandeep N SettyApril 17, 2025

    Life insurance alone may safeguard your family’s finances, but assigning policies to a trust transforms protection into precision. For HNIs, CEOs,…

    Estate Planning Process: A Step-by-Step Guide to Protect Your Legacy

    Sandeep N SettyApril 16, 2025

    Estate planning is not just about distributing wealth — it’s about protecting your legacy, avoiding disputes, and ensuring peace of…

    Protecting Your Special Child – The Power of a Special Needs Trust

    Sandeep N SettyApril 15, 2025

    For families blessed with a special child, the biggest concern is:“Who will care for my child after I’m gone?” This…

    Previous 1 2 3 4 5 6 … 14 Next
    TRENDING BLOGS

    Retirement: A Multigenerational Perspective

    February 5, 2025

    Trust: The Foundation of True Financial Guidance

    January 12, 2025

    Aspects Affecting Succession Decisions: Taxation Issues You Must Understand

    April 6, 2025

    Subscribe to Updates

    Get expert financial insights! Subscribe to Sandeep N Setty’s newsletter for strategies on cash flow, wealth independence, and smart planning.

    Facebook X (Twitter) Instagram YouTube LinkedIn
    • About Marvella
    • Privacy Policy
    • Contact
    © 2025 SANDEEP N SETTY

    Type above and press Enter to search. Press Esc to cancel.