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    Holistic Estate & Legacy Planning

    in Singapore

    15th December 2021 at 8 pm

  • broken image

    Find out more at the webinar!

    Grow Assets even After Death!

    15th Dec 2021 at 8 pm

  • Have you updated your Will?

    15 Dec 2021 at 8 pm

  • broken image

    Find out more at the webinar!

    Grow Assets even After Death!

    15th Dec 2021 at 8 pm

  • Estate Planning

    Vs

    Legacy Planning

    Is there a difference?

    Estate Planning

    A process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. Wills and Trusts are common ways in which individuals pass their wealth on to future generations.

    Legacy Planning

    Legacy planning is a financial strategy that prepares people to bequeath their assets to a loved one or next of kin after death. Legacy is a gift or a bequest, that is handed down, endowed, or conveyed from one person to another. It is something descendible one comes into possession of that is transmitted, inherited, or received from a predecessor.

  • To solve the 3C's in LifE.

    Putting the different pieces of the financial jigsaw puzzle together, identify planning gaps, and provide solutions to avoid the costs of not planning, causing confusion among loved ones, and worst promoting unnecessary conflicts among family members upon unplanned demise.

     

    See how we design to get it done by highlighting three aspects of planning!

  • 3 Aspects of life

    Holistic Estate & Legacy Planning

    1

    WHO

    Who to give rightfully and amicably.

    2

    WHAT

    What to give effectively & efficiently.

    3

    HOW MUCH

    How Much to give fairly and equitably.

  • Who Should Have a Holistic Estate & Legacy Plan?

    Informed | Decide | Act

    Residents

    Salaried Employees

    Self Employed Professionals

    Business Owners

    Investors

    Partners

    Property Owners

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    Find out more at the webinar!

    Grow Assets even After Death!

    15th Dec 2021 at 8 pm

  • Answer this Short Questionnaire to find out if this webinar is relevant for yoU

    If you answer 'Yes' to any 3 of these questions then this webinar is a must for you.

    Do you have assets in sole ownership,  joint names, or as tenants-in-common?

    Do you have an insurance policy?

    Do you have aging parents or minor children?

    Are you an up-and-coming corporate executive?

    Do you own/run a business?

  • broken image

    Find out more at the webinar!

    Grow Assets even After Death!

    15th Dec 2021 at 8 pm
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