Estate planning

Estate & Legacy Planning

"I am struggling to care for my family, so this money would have been a great relief for my family. But now, it is all gone."

https://www.straitstimes.com/singapore/courts-crime/family-in-court-tussle-over-540000-estate

Estate Planning:

To give your money and property and assets to those who you care for.

If you have a will, you have done up half of your estate planning. If you have not, you have also done up half, as you have given the government the right to distribute your assets the way you MAY NOT want it.

If you did not make a will:

Screenshot 2021-06-13 at 12.05.56 AM.png

Why?

Screenshot 2021-06-13 at 12.06_edited.jp

Things we do:

Wills Writing

Trust set up

Lasting Power of Attorney (LPA)

Advanced Medical Directive (AMD)

Advanced Care Planning (ACP)

For business owner:

Shareholder Agreement

Business Trust

We’ll guide you every step of the way

Your needs

identified

Once we’ve identified your estate planning needs, one of our in-house estate planning attorneys will join your advisor and their team to develop the strategy and design around your estate plan. The plan may include a trust, last will and testament, and financial and healthcare power of attorney where you can decide who administers your assets and healthcare decisions.

Your plan design reviewed

Next, you will have the opportunity to ask questions and approve your plan design. From there, your dedicated estate planning team will draft your documents and implement your estate plan.

Your estate plan kept up to date

Because your estate plan is integrated into your comprehensive wealth management plan, you can rest assured that we’ll be proactive about keeping your assets properly titled and accounted for, and your estate plan documents current.

Things to lookout for:

Schedule of assets not attached to the Will

Many time when client never attached the schedule of assets, the family end up has to “hunt” for the assets after they left, make it easier for them by telling them what do you have.
Storage of Will

Only the original Will is valid, imagine if you store the will in a safe, where access will be allowed only upon official Will furnished, won’t it pose a challenge for your family to find your assets?
Guardianship

Who is the best candidate to help take care of your kids when you are gone? Taking into account your spouse left together with you.
Legal age

If you have left money to your kids directly, they will not be able to access it until they are 18 years old. The money will be in the care of government and will not be allowed access by anyone until they are of 18 years old, will this impact their lifestyle?

Why work with us:

Personal; we understand you before we embark on our planning, we only work with clients who is ready

Professional; Our Estate Planner have all went through rigorous training curriculum before they are even allowed to start advising client on Estate Planning and are interned with experienced Practitioner who show them the rope on proper planning.

Practical; would you trust the guy who tell you to eat porridge everyday so that you can have your lobster everyday when you retire? Same goes for us, we don’t believe nor give advice like asking you to scrimp and save just so your family can have a better life after your gone. Estate Planning is about being enjoying your current lifestyle without compromising your family future.