SERVICES
Estate Planning
Wealth Legacies forged with foresight for generations to come
The importance of having an Estate Legacy
We often think of living well, keeping ourselves healthy and engaged so we can spend quality time with our loved ones. However, we often fail to think about leaving well. Leaving well is an important aspect of our life in ensuring our loved ones are taken care of when we are no longer around. Leaving a legacy and safeguarding your assets and future to pass on to future generations is about having a smart wealth management strategy with Estate Planning in place.
How it Works
An estate plan gives instructions on how you want your accumulated wealth distributed after your death in a manner that is less costly and more efficient, with less burden on your loved ones.
Wills
Pass your estate to your loved ones in accordance with your wishes, based on what you feel would serve them the best.
Trust
In the event where your loved ones are unable to manage wealth well, or for special situations, you could have a trust hold your estate for their benefit.
Estate Creation via Life Insurance
To maximise your estate, you could leverage on insurance, which would provide cash pay-out that could cover various expenses with extra for your loved ones.
Advanced Medical Directive (AMD)
In the event you’re terminally ill and unconscious, would you remove the burden of the emotional decision from your loved ones by deciding now?
Lasting Power of Attorney (LPA)
In the event of mental capacitation, you could appoint someone to take care of your financial matters and personal welfare, should you lose the ability to do so yourself.
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Capture investment opportunities with our teams of Financial Advisers and Wealth Management Advisers. Our powerful suite of advisers, platforms and resources are readily available to grow your wealth. Don’t miss the opportunities! Book an appointment with us today!