Event is FINISHED

A Peace of Mind - An Introduction to Wills and Trusts

Description

We often hear “wealth never survives three generations.” But it could get worse…with the loss of wealth comes a loss of family harmony.

Singaporeans are rather wealthy and we are one of the fastest ageing populations. This means our children and family could inherit hundreds of thousands, even millions, when we pass away. What sort of plan do you have to ensure they receive this wealth in an orderly way and with the values you cherish?

You can do something today and it’s neither expensive nor complicated.

With a Will (and perhaps a Trust), you can avoid big problems for your family who might fight over your money. Or your children could lose their desire to do well in life because of your easy money.

In this 60-minute talk, learn how you can leave behind a meaningful legacy for your family with instruments such as a Will, Trust and Lasting Power of Attorney. Keon will share lessons learned from real-life stories of families and you will have a chance to ask questions.

Outline

· Issues we face in life

· Write a Will for basic wealth planning

· Set up a Trust to manage wealth over time

· A Will and a Trust: A family-friendly solution

· Consider an LPA in case of mental incapacity

Details of Talk
Date: 14 July 2016 (Thursday)
Time: 7.30pm - 9.00pm
(Light dinner provided and starts at 6.45pm)

You can ask up to 2 Wills & Trusts questions that the speaker can address anonymously during the talk. Email your questions to us at: events@epcouncil.com

About the Speaker
Chee Fook Keon (Keon)
LLB, MBA
Chair of Practice Development, Estate Planning Council

Keon oversees Practice Development at the Estate Planning Council (EPC), a social enterprise for the promotion of estate planning in ASEAN.

As a full-time estate planner, he advises families and businesses on their estate, financial and succession needs. He brings years of experience to his advisory from his previous work as a resident manager of a licensed trust company, investment analyst, financial adviser and trainer.

He studied law, finance and mathematics in university. Keon is the best-selling author of Bringing Up Money Smart Kids (co-written with Adam Khoo) and Islamic Finance: Why It Makes Sense (cowritten with Daud Vicary Abdullah).

Event Timeline
Thu Jul 14, 2016
7:30 PM - 9:00 PM SGT
Add to Calendar
Venue
Bras Basah (venue details will be sent nearing date)
Tickets
Standard $10.00
Couple (1-for-1) $10.00
Venue Address
Bras Basah Singapore
Directions
5 minutes walk from Bras Basah Circle Line Station
Organizer
SG Will & Probate
65 Followers