How to manage
wealth?
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Managing wealth helps our trusted family members during unfortunate event
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Follow these steps to manage your wealth and create a succession plan
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Jot down the list of assets and liabilities
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Create a will that clearly makes the asset distribution
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Organise all your documents in a single place to make it accessible to family
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Regularly review your assets & liabilities like home loans, investments,etc
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Try to maintain an investment that can equate your liabilities
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