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. [...]