This insightful talk is designed to guide participants beyond the basics of will-writing, helping them understand the next steps to ensure their estate planning wishes can be fulfilled.
Session 1 - Testator passed away with A Will – What's next? - Joshua Kuan, Lawyer
We’ll explore what individuals should do after, like:
Will the bank release information on the deceased to me?
Can I drive the Deceased's car?
Must I attend court?
We’ll also discuss practical scenarios where participants may not have prepared a will and the implications for their loved ones, offering guidance on how to get started.
Session 2 - Aligning Estate Planning to your Financial Goals - Felix Neoh, Director of Financial Planning
This shifts focus to the bigger picture by aligning estate planning to your personal financial goals.
Participants will gain practical tips on successful estate planning execution:
How estate planning can complement your overall financial planning strategy
Steps to create and preserve family wealth
Ensure your legacy for the next generation
This event offers practical advice to ensure that participants not only have the right estate planning tools in place but also understand how to use estate planning as a powerful strategy in their financial journey.