NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 91 Of 110
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Will Requirements: Must be signed, attested, and list beneficiaries clearly.
Gift Tax Exemptions: Certain gifts are exempt, reducing tax liability.
POA Documentation: Requires registration for legal validity.
Retirement Income Stability: Stable income sources meet expense needs.
Estate Planning Complexity: Multiple regulators and tax laws require professional help.
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