Legacy Planning 101 Seminar – 20 JULY 2024
Will Writing, Lasting Power of Attorney & Legacy Planning
Your Will takes care of your concerns when you are not around. Lasting Power of Attorney takes care of your concerns when you are around!
A legacy or liabilities?
What do you want to leave behind for your beloved ones? We will show you the ways of preserving your wealth before distributing it in a systematic manner.
Date:
Sat, 20 Jul 2024
9.30am – 12pm
Speaker:
Mr Alan Tang
Senior Financial Services Director
Apex Private Wealth Management (PIAS)
In this seminar, you will get to learn:
- Lasting Power Of Attorney & Mental Capacity Act
- Differences between Will & Trust
- Different Types of Trust – How to transfer assets to your beneficiaries consistent with your Goals & Objectives
- How to protect your lifetime accomplishments from leakages in the transferring process
- How to enhance your wealth and create an immediate estate that can last generations