The CA's Guide to Handling a Client's Death: Tax, Claims & Documentation
A practical guide for Chartered Accountants on ITR filing for deceased clients, capital gains on inherited assets, and legal heir registration on the e-filing portal.
All our articles about financial planning. Practical guides for Indian families.
A practical guide for Chartered Accountants on ITR filing for deceased clients, capital gains on inherited assets, and legal heir registration on the e-filing portal.
A complete reference guide for financial advisors on death claim processes for every asset type in India. Documents, timelines, and common complications.
What to do after your spouse shares financial information with you. How to organize, verify, and understand what you've been given.
A practical guide for Indian wives to understand their family's financial picture. What to track, what rights you have, and what to ask.
Do loans die with the borrower? Home loans, personal loans, car loans, credit cards after death. Legal heir liability, insurance coverage, and what families should know.
Life insurance is essential but insufficient. The gaps in financial protection most Indian families ignore - and what else you need for complete family security.
Store what matters. Share with who matters. That is it.