Passing Wealth Generation After Generation.
Estate and legacy planning is an important aspect of an individual’s financial plan. Regardless of one’s affluence level, some form of estate planning is necessary to ensure the financial security of their loved ones so that they will not be unnecessarily burdened upon the death or incapacity of the client. In the case of a wealthy client, a holistic estate and legacy plan ensures the smooth transfer of the client’s legacy and heritage from one generation to another, minimizing emotional stress and unnecessary family conflicts surrounding issues such as fairness and equity. This webinar aims to provide a holistic view of how to perpetuate your wealth after death.
As part of my value-addition, here’s my reflection on my recent webinar. Find out what have I discovered.
Testimony from the attendees who have picked up values at our past webinars.
“Tips and tricks on estate planning!” – WD
“Very comprehensive in terms of the different aspects of estate & legacy planning!” – CC
“After attending the webinar, I need to plan for LPA + Will + Trust! ” – VN
“The need to plan early! To avoid fights among the family members.” – AL
“Estate planning. The importance to appoint donee.” – S
“Scenarios mentioned where Estate Planning are relevant and well-explained.” – SK
“Now, I know why life insurance is so important!” – SL
“Better understanding of estate plannings! And I will be getting it done!” – LC
“The Will-Trust Mechanics is interesting and practical.” – SK
“More things that I may not be aware of! Now I know!” – AT.
” Many case studies. Love them all.” – CL
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