Talk / Legal & Compliance
What You Need to Know About Will Planning
Many people often spend more time planning for a vacation or what to buy, where to eat rather than considering to do some Will planning – deciding what’s next when they pass on.
Will planning is not only for high-net-worth individuals. Without a plan in place, settling your affairs after you are no longer around could have a long-lasting and costly impact on your loved ones, even if you don’t have expensive properties, a company, a large amount of CPF funds, or valuable assets to pass on.
If you are still not convinced that Will planning is necessary, join us as we will highlight some key reasons and key things you need to know about Will planning to avoid costly consequences for your loved ones.
Overview
This talk aims to provide valuable insights and practical guidance on what individuals need to know about will planning. Attendees will gain a comprehensive understanding of the importance of wills, the key components of a will, and the steps involved in creating a comprehensive and legally sound document. By taking proactive steps in will planning, individuals can ensure the proper distribution of assets, minimize disputes, and provide for their loved ones' well-being after their passing.
Agenda
- What are the key things to look out for when it comes to Will planning
- Why is it crucial to understand Will planning
- What you should never put in your Will planning
Meet the Speaker
Roger Lee
Roger is a financial consultant whose purpose in this industry is to provide peace of mind to the parents and children of the world while they are here and after they pass on.
Having gone through personally the experience of a family business collapse without proper business succession planning, Roger now helps business owners create and ensure intergenerational wealth transfer. He also advises individuals and business owners alike on the importance of Will planning and wealth management, helping them ensure family harmony and business continuity according to their wishes.
