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Wealth Distribution

"A man who does not think and plan long ahead will find trouble right at his door"
- Confucius
 

What Is Estate Planning

Estate Planning (aka wealth distribution) is the computation and oragnisation of your wealth followed by the efficient and orderly distribution of your wealth according to your wishes when you pass on. It is an often neglected area in financial planning. A properly planned distribution strategy will save your family cost and emotional heartache in the future.

How Can We Help

  • Estate Planning: computation of your assets and liabilities. Making sure that your debt (if any) is not pass on to the next generation or your family. Maintaining enough liquidity in your estate to ensure a smooth distribution.

  • Will Planning: advice on the proper distribution techniques for different kind of assets classes you own and the different scenarios and potential pitfalls 

  • Will Writing: put in place a professional written Will according to your wishes.

  • Lasting Power of Attorney (LPA): A legal instrument which allows a person who is at least 21 years of age (donor) to voluntarily appoint one or more persons to make decision and act on his behalf should he lose mental capacity one day. The appointed person (donee) is able to act in the two broad ares of personal welfare and property & affairs matters.

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We partner SimplyWills Pte Ltd to provide Will writing and LPA services. Affordable, efficient and professional.

As each individual needs and situation is different, CONTACT US for a non-obligation discussion to see how we can assist you.

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Let's Get Started

Financial planning is a life-long process consisting of many areas and we know it might not be easy to manage all on your own. Our clients received comprehensive financial planning that is aligned to their life goals and values.

We are here to help.

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