Patrick Hicks, Head of Legal at Trust & Will, and Mani Mahadevan, Founder and CEO of Valur, dive into the essentials of estate planning. They discuss the critical role of wills, the benefits of trusts, and why choosing the right team is vital for family welfare. The conversation explores advanced strategies for tax mitigation and wealth preservation, including charitable trusts that combine philanthropy with financial savvy. They also emphasize using technology to democratize access to these wealth-building tools, making them accessible to everyone.
