There are 4 important aspects of estate planning. Legal, social, emotional and family harmony considerations are to be taken into account.
5 Important Questions to prepare:
(1) What is your family tree and family members?
(2) What are your current movable (Cash, Investment, Life Insurance, CPF, etc) and immovable assets (Real Estate, Business, etc); and your liabilities (Mortgage loan, credit card, income tax payable, hospital bill, other loans, etc)?
(3) How do you want to distribute your estate? Immediate Distribution or Delayed Distribution?
(4) Who are your beneficiaries and substitute beneficiaries?
(5) Who are the important persons who carry out your instructions?
a. Executor (For Will)
b. Trustee (For Will & Trust)
c. Guardian (For Will)
d. Protector (For Trust)
e. Investment Advisor (For Trust)
f. Welfare and Property Donees (For LPA)
Kenny Loh is a Certified Estate Planning Consultant and also a CERTIFIED FINANCIAL PLANNER (CFPTM). He specialises in Holistic Estate Planning, using a unique “3-in-1 Will, LPA and Standby Trust” solution, to address his client’s social consideration, legal obligation, emotional needs and family’s harmony in his approach. Kenny has Double Master degree in Business Administration and Electrical Engineering, and also an AEPP (Associate Estate Planning Practitioner) jointly awarded by The Society of Will Writers & Estate Planning Practitioners (SWWEPP) of The United Kingdom, in collaboration with Estate Planning Practitioner Limited (EPPL), the accreditation body for Asia.
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