Will, Trust and LPA Workshop

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SingCapital Pte Ltd

60 Paya Lebar Road

Paya Lebar Road, #09-01

Singapore, Singapore 409051

Singapore

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No Refunds

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Synopsis:

There has been a garnering interest for Will and LPA planning services. Many have also asked if simply writing a Will is sufficient. What if you need to take care of family members who are vulnerable or has special needs and can a Will take care of all my assets?

Most of us own a property and it is also the most valuable asset we own. What is considered a fair way to distribute my property? Should I give equal shares to my family members? What if I have a child who is unmarried and does not own a property?

For those who have already done their Will, is keeping the will at home or using the bank safe deposit service a more suitable option? Many have asked why can't the Will also take care of their affairs in event of unsound mind and what is the difference in a Will and LPA? What are the factors to consider in getting a LPA done?

In this session, we will be sharing with you the practical experiences of advising families in the area of estate planning. Being a MAS Licensed Financial Advisory company, we believe in educating the public in comprehensive financial planning services which includes planning for Will, Trust and LPA. Attend this workshop to learn how to have a Will done which will suit your needs and what other planning tools to include to complement your Estate planning.


Workshop Outline:

1) What makes a valid will ?

2) Limitations of a will

3) How to distribute your property fairly?

4) Can I include a trust in a will?

5) How to keep your will?

6) If I have a will, do I still need to do a Lasting Power of Attorney?


About the Speaker

John Yeo is a Winner at the Singapore FPAS Financial Planner Awards 2019 in the Financial Advisory Open Category. Unlike most other awards which are based on sales volume, this achievement recognizes financial planning quality and excellence that demonstrates the highest level of financial planning skills, professional knowledge and uphold the best practices in the industry.

As a practitioner, he has advised families with multiple properties inheritance, special needs children and business succession. He has also been featured in the book "Last Wishes", sharing his practical experiences in estate planning.

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Date and Time

Location

SingCapital Pte Ltd

60 Paya Lebar Road

Paya Lebar Road, #09-01

Singapore, Singapore 409051

Singapore

View Map

Refund Policy

No Refunds

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