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 [...]