Grow Assets Even After Death
Passing wealth – generation after generation.
Date and Time : 29 April 2023 at 10:00 am
Venue : 150 Beach Road, Level 12, Gateway West, Singapore 189720
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 beneficiaties and flexibility for the individual prior to death. Wills and trusts are common ways in which individuals pass on their wealth on to future generations.
Legacy Planning
Legacy planning is a financial strategy that prepares peope to beaqueath their assets to a loved one or next of kin after death. Legacy is a gift or 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
Who
Who to give rightfully & amicably.
What
What to give effectively & efficiently.
How Much
How much to give fairly and equitably.
Who Should Have a Holistic Estate & Legacy Plan?
Be Informed | Decide | Act
- Residents
- Salaried Employees
- Self-Employed Professionals
- Business Owners
- Investors
- Partners
- Property Owners
Answer This Short Questionaire 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-attend 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?