Being a trusted adviser to our affluent clients for over two decades, legacy planning is about more than just Index-linked Universal Life Policies (ULPs) or wills and trusts.
In this week’s Money Wisdom episode, our co-host Isaac has a heart-to-heart talk with our CEO, Christopher, on the importance of starting your legacy planning now, instead of waiting until you are older. In fact, what is the difference between estate and legacy planning? How does a ‘life decision’ that a person made during his lifetime translate into a legacy for his or her family in the form of a legal instrument, such as a trust? And is it ever too late to start? Tune in to this podcast to listen to the full story.
You can read Chris’ article in The Business Times on this topic here.
Music courtesy of ItsWatR.
The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
For more related resources, check out:
1. Active Investing That Adds Value to the Client
2. Investing in the S&P 500 Alone is Not the Silver Bullet
3. Why It’s Hard to Reallocate Assets with Conviction—and How to Overcome It
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