Haven't given much thought about what happens after you depart? Curious about what makes a comprehensive estate plan? What are the components required inside your Will and estate plan? Join us for an informative event where you'll learn all about what makes a comprehensive Estate Plan.
Content outline:
- What makes a well-planned Will or Trust?
- I've done my LPA and Will. Is that sufficient?
- How do I ensure proper stewardship of my wealth even before my demise?
- How to achieve equitable & fair estate distribution?
About Bernard Fung:
Bernard Fung is a practicing Estate and Succession Planner with 17 years experience in the financial advisory industry. He is the co-founder of Chapter 3 Consultancy Pte Ltd, an holistic estate planning firm that offers personalized services to help customers pass down their values and legacies beyond just legal and monetary aspects.
What sets Bernard apart from others is his unique blend of professional qualifications. Apart from being an estate planning practitioner, he is also a Certified Financial Planner and holds a certification in private banking from the NTU Wealth Management Institute. He is also a guest lecturer for the Malaysia Law Institution, where he imparts his knowledge to students pursuing a diploma in professional will writing and estate planning.his enables him to approach the topic not just from the legal aspect but also provide valuable insights into the financial and family dynamics that are crucial to preserving family harmony.
