Estate & Legacy

Clients often come to us for legacy and estate planning as part of their comprehensive wealth plan. Sometimes, they come after speaking with other professional advisers and have been introduced [...]

I did not write for this column last month. My mum passed away and when I asked Ms Genevieve Cua, Wealth Editor of The Business Times if I could delay my submission, she suggested that I should [...]

I have a close relative who was recently and suddenly diagnosed with stage 4 cancer. Unfortunately, after one session of chemotherapy, the side-effects caused him to hallucinate and then one [...]

Most people would be envious of your position, but is this unexpected gift causing you stress instead? It is certainly not an easy thing to deal with if you are the only one in your family [...]

I have been in the wealth advisory industry for more than 2 decades. In the course of my work, I have the privilege of working with clients from all walks of life. What I noticed is that many [...]

What may come to your mind immediately is that this book is about Wills. You’re partly correct. We’ll, however, help you see that this is also partly a misconception. Estate planning is a lot [...]

Are you aware that a will may not supersede the nomination you made in a life insurance policy? Typically, when a person passes away with a will, the person’s estate will be distributed to the [...]

In the previous episode, Christopher Tan, CEO of Providend, shared more on the distribution rules of intestate estates and the importance of having a proper will done.   But before you make a [...]

Financial planning is about understanding the many investment decisions that we make and then bringing them together to fit in appropriately with the goals and responsibilities we have in mind. [...]

Do you know that there are two ways to die in Singapore? One is to die testate –with a will and another is to die intestate – without a will. When you die without a will, your assets will be [...]

Many of us have wondered why there’s more and more talk about the importance of writing a Will nowadays. There are good reasons for this which I will highlight in this article. For the picture to [...]

Near-death experiences can not only change our perspective on death but also empower us to live more meaningful, fulfilled lives. Watch this video as Christopher Tan, CEO of Providend, shares a [...]

Borrowing from the movie starring Jack Nicholson and Morgan Freeman, the following lists a number of things you should consider doing to tidy up your estate plan, if not already. If you’ve [...]

This is a sad and terrible article about the deaths of parents and orphans who are left in a bad fix. Therefore, do not read this article and go no further if you do not want your day to be [...]