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Advisor Perspectives 6 | Discussing Financial Freedom with Dilzer Consultants
Paisa Vaisa with Anupam Gupta
Will and Estate Planning
It's important to take these decisions together. And frankly, these discussions do not happen at home. We have an action plan sheet which lists down all the assets that the investor holds. This is the starting point of where you create your will and estate planning guide. But like I said, for married women, it's always the, I mean, married working woman who takes charge of the entire financial planning of the family.
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