Preserving your wealth is just as important as building it. Estate and Trust Planning ensures that your assets are protected, distributed according to your wishes, and optimized for future generations—with minimal legal complexities and tax burdens. As an Associate Estate Planning Practitioner (AEPP®), I provide expert guidance to help you create a structured legacy that reflects your values and financial goals.
Our Estate & Trust Planning Process
🔹 Wealth Distribution Strategy – Ensure your assets are transferred smoothly and efficiently to your intended beneficiaries.
🔹 Trust Structuring & Advisory – Protect your wealth and secure financial stability for your loved ones with tailored trust solutions.
🔹 Will Drafting & Executor Advisory – Ensure your will is legally sound, updated, and reflective of your wishes.
🔹 Charitable & Philanthropic Planning – Align your financial legacy with your personal values through impact-driven giving strategies.
Why Work With an AEPP® Certified Professional?
✅ Holistic & Personalized Approach – Strategies customized to your family dynamics and financial situation.
✅ No-Obligation, Advisory-First Process – You are not obligated to take up any estate tools unless they add value to your plan.
✅ Seamless Collaboration with Legal & Tax Experts – Work with trusted professionals to ensure a comprehensive estate strategy.
Secure Your Legacy with Confidence
Your legacy is more than just wealth—it’s about ensuring financial security, harmony, and peace of mind for the people who matter most. Let’s build a well-structured estate and trust plan that truly reflects your intentions.
By submitting this form, I confirm that
提交此表格,即表示
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
Subscribe to our newsletter to receive updates on our latest content!