NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 95 Of 110
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Will Clarity: Clear listing of assets and beneficiaries avoids disputes.
Gift Irrevocability: Gifts are typically irrevocable unless mutually agreed.
POA Flexibility: Allows delegation of specific or broad tasks.
Retirement Income Needs: Vary by lifestyle, health, and dependents.
Estate Planning Importance: Ensures smooth wealth transfer post-death.
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