Wealth Distribution

Distribution of wealth is a sensitive matter, while most of us keep delaying without even knowing how huge would be the cost of delay. Wealth distribution concentrates not only on all those financial planning strategies that imply creating a will or a trust and distributing exactly the way you want your wealth to be distributed to your loved ones but it also deals with the situation that you don't outlive your savings during your retirement period.

We at Future First recognize that there are no "one size fit all" solutions. Our approach to distribution planning is unique and transparent. Our core goal is to help you proactively towards preserving as well as protecting your wealth while pursing your meaningful life purpose.

Distribution planning usually answers "How do I get my money out" at the time of legacy and retirement.

Retirement Planning

Retirement planning involves dividing your retirement into a series of decades. Retirement is the longest of long-term financial goals. Not only does it take a long time to save for retirement, you may need to use your savings for long time also. You usually don't purchase a product called "retirement" on the last day of work. The kitty is to be built over a long period of time and you may have to live on your nest egg for thirty years or more in retirement.

Legacy Planning

It is generally believed that estate planning or a plan deciding how your assets will be managed after your death is only for wealthy people having large financial assets or for those who have reached their retirement age. However it is not so. Estate Planning is a must for everyone regardless your age or life stage or the quantum of Financial Asset you own.

Who is a Good Candidate for Estate Planning ?

The one who

• Has minor children and/or other dependents like aging parents who need to be taken care of in case of your premature or unexpected death.
• Wishes to leave a lasting family legacy by passing the assets to children or other family members.
• Has philanthropic inclination and wants to set aside something out of his wealth for charity.
• Wants that his/her wealth be distributed in a specific manner only after his/her death.
• Owns a business