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Estate planning checklist for Financial Advisers in Singapore

Estate planning checklist for Financial Advisers in Singapore

Estate planning can be an overwhelming experience for many people. Therefore, Financial Advisers should use this opportunity to level up and provide estate planning services. To find out what are the top 5 things needed in an estate planning checklist, open to read more:

How often should you update or change your will?

How often should you update or change your will?

A will is for you to state your final wishes—how you want your assets to be distributed or who to appoint as your child’s guardian. While it’s good to have a will, it’s also important to review and update the will to ensure its validity. Open to read more:

Will writing for Financial Advisers

Will writing for Financial Advisers

Preparing a will requires careful planning and strategising. Although people can write their own will, if done incorrectly, complications may arise. To avoid making any mistakes when preparing a will, it is recommended to engage with a professional. Open to read more…

Life after death: What will happen to your family if you pass away without writing a will?

Life after death: What will happen to your family if you pass away without writing a will?

A will is a legal document in writing that is used to distribute your assets after your passing. Before your passing, you get to decide who gets what and who will be appointed as your executor. But if you pass away without having a will, you let the law decide how to distribute your assets. And this may result in leaving nothing out to someone that you care about. Open to read more:

Should Financial Advisers master will-writing?

Should Financial Advisers master will-writing?

With skills and knowledge of finances, Financial Advisers can greatly benefit from mastering will-writing. This is particularly helpful for them to stand out as Singapore will be seeing more and more Financial Advisers in the industry. Open to read more:

What is will writing and why do you need it?

What is will writing and why do you need it?

Will writing can help you carefully plan how you want to distribute your assets. Without a will, the distribution of your property or care of minor children will be decided by Singapore’s Intestate Succession Act. And this means you or anyone else will have no say in this matter. Open to read more:

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