Lineage Blog

Family wealth, succession planning, tax planning, and protecting what matters across generations. Updated regularly.

Unclaimed Assets

Unclaimed Money in India: ₹78,000 Crore Waiting — How to Find Yours

A comprehensive guide to finding unclaimed bank deposits, shares, insurance, mutual funds, and provident fund money in India. Links to RBI UDGAM, IEPF, IRDAI, AMFI, and EPFO portals.

17 Feb 2026 · 12 min read
Legal

Nominee vs Legal Heir in India: Why Your Bank Nominations Might Not Protect Your Family

Understanding the critical difference between nominee and legal heir in Indian law. Why nominations at banks, demat accounts, and insurance companies don't equal inheritance — and what to do about it.

10 Feb 2026 · 8 min read
Tax Planning

Smart Tax Planning for Indian Families: FY 2026-27 Complete Guide

A comprehensive guide to tax-saving strategies for Indian families in FY 2026-27. Learn how to optimise deductions across family members, plan for capital gains, and build a tax-efficient wealth structure.

10 Feb 2026 · 10 min read
Wealth Management

5 Reasons Every Indian Family Needs a Wealth Governance Plan in 2026

Why wealth management alone isn't enough. Indian families need a governance plan that covers asset tracking, succession, document security, and family communication. Here are 5 compelling reasons to start now.

3 Feb 2026 · 7 min read
Legal

Digital Wills in India: Legal Validity and How to Create One in 2026

Can a digital will be legally valid in India? Understanding the Indian Succession Act requirements, e-signatures, and practical steps to create a will that protects your family's digital and physical assets.

27 Jan 2026 · 9 min read