Planning Beyond Life: A Financial Workbook for Loved Ones
Monika Halan's new book helps individuals plan for their financial legacy
Financial PlanningInheritanceLegacyMonika HalanPersonal FinanceReal EstateMay 30, 2024
No one plans on dying, but untimely death is a harsh reality that can cause immense problems for surviving family members. The loss of the family's financial manager can lead to struggles in finding essential documents, financial records, passwords, and investment details. Halan's workbook aims to solve this problem by providing a comprehensive guide to note down key aspects of one's financial life.
The book covers a wide range of aspects, including banking, insurance, real estate, stocks, taxes, and more. It also dedicates a few pages for individuals to record their OTT platform details, ensuring that their loved ones can access these services after they're gone.
Halan's 'Let's Talk Legacy' is a thoughtful and practical guide that helps individuals address the bleak nature of death and turn it into an act of love for their loved ones. It's an essential resource for financial planners, advisors, and individuals who want to ensure a smooth transition of their financial legacy.
Monika Halan is a well-known author and expert in the field of personal finance. Her previous books have been widely acclaimed for their simplicity and practicality. With 'Let's Talk Legacy', she aims to help individuals prepare for the unexpected and ensure a secure financial future for their loved ones.
Monika Halan is a renowned author and expert in personal finance. She has written several books on the topic, including 'Let's Talk Money' and 'Smart Investor'. Her work focuses on making personal finance accessible and easy to understand for individuals from all walks of life.
Frequently Asked Questions
What is the main focus of Monika Halan's book 'Let's Talk Legacy'?
The book helps individuals plan for their financial legacy after death covering aspects like banking insurance real estate and more
Why is it essential to plan for one's financial legacy?
Planning for one's financial legacy ensures a smooth transition of assets and resources to loved ones reducing the risk of financial struggles and conflicts
What aspects of financial life does the workbook cover?
The workbook covers a wide range of aspects including banking insurance real estate stocks taxes and more
Who can benefit from 'Let's Talk Legacy'?
The book is an essential resource for financial planners advisors and individuals who want to ensure a secure financial future for their loved ones
What makes 'Let's Talk Legacy' a unique and valuable resource?
The book is a thoughtful and practical guide that helps individuals address the bleak nature of death and turn it into an act of love for their loved ones
Related News Articles
NCR Sees a Shift Towards Luxury Housing, Sales of Affordable Units Dip
NCR's housing market is witnessing a trend reversal, with luxury units seeing a significant surge and affordable housing sales dipping. Gurugram leads the pack in luxury home sales.
Maharashtra Gets New MahaRERA Chairman: Manoj Saunik to Succeed Ajoy Mehta
Manoj Saunik, a 1987 batch IAS officer, will take over as the new chairman of Maharashtra Real Estate Regulatory Authority (MahaRERA) from September 20.
Gaurs Group's Major Real Estate Investment in Greater Noida
Gaurs Group plans a Rs 750 crore investment in a luxury housing project in Greater Noida, expanding their portfolio and potentially launching an IPO within 18 months.
Mumbai High Court Approves Swadeshi Mills Land Auction, Reviving Legal Proceedings
The Bombay High Court has cleared the way for the auction of the defunct Swadeshi Mills, a sprawling 48-acre property located in the Sion area of Mumbai. This decision is anticipated to bring a significant boost to the real estate market and potentially r
UP Police Books Ansal Group for Alleged Cheating Following Yogi Adityanath’s Instructions
The Uttar Pradesh Police has filed an FIR against the Ansal Group, a prominent real estate developer, on charges of alleged cheating, breach of trust, and criminal conspiracy following instructions from UP Chief Minister Yogi Adityanath.
Arihant Superstructures Shares Surge Amid Income Tax Department Raids
The shares of Arihant Superstructures, a prominent real estate company in Navi Mumbai, experienced a significant surge during intraday trading on Thursday, March 6, despite the ongoing income tax department raids.