What You Need to Know About Will Planning
Many people often spend more time planning for a vacation or what to buy, where to eat rather than considering to do Will planning – deciding what’s next when they pass on.
Will planning is not only for high-net-worth individuals. Without a plan in place, settling your affairs after you are no longer around could have a long-lasting and costly impact on your loved ones, even if you don’t have expensive properties, a company, large amount of CPF funds, or valuable assets to pass on.
If you are still not convinced that Will planning is necessary, in this webinar, the speaker will highlight some key reasons and key things you need to know about Will planning to avoid costly consequences for your loved ones.
What Will Be Covered?
Roger Lee is a financial consultant whose purpose in this industry is to provide peace of mind to the parents and children of the world while they are here and after they pass on.
Having gone through personally the experience of a family business collapse without proper business succession planning, Roger now helps business owners create and ensure intergenerational wealth transfer. He also advises individuals and business owners alike on the importance of Will planning and wealth management, helping them ensure family harmony and business continuity according to their wishes. Legacy planning can help to create and ensure multigenerational wealth for you and your family.
He has helped business owners and individuals to utilise opportunities for wealth creation, wealth enhancement and wealth management to do just that.
Watch the Replay
Want to know more about Will Planning? Get in touch with Roger to find out how it can benefit you and your loved ones.
Roger Lee
+65 9048 7948
https://www.linkedin.com/in/roger-lee86
[email protected]
