Special Legacy & Estate Planning Seminar
On the Lasting Power of Attorney (LPA), the Will and leaving a Legacy…
Did you know, if one loses his/ her mental capacity due to an illness or accident, the family members will not automatically be given the rights to make decisions on the person’s behalf or have access to his/ her money without furnishing the proper documents?
Loved ones might have to face the stress and challenges of applying to the court for a Deputyship order. These will involve legal fees and may take as long as a year.
Because YOU matter and it definitely pays to pen your wishes down before unexpected events happen. Let Alan share with you about how to protect your interests should one become vulnerable or pass on one day. This will enable you to make thorough and informed choices on how to handle your personal affairs and the distribution of assets. And what better way to grasp this topic than being hosted over a fine Saturday morning!
You’ll learn more about…
+ The advantages of writing a Will
+ What else can be done to provide for the vulnerable
+ The Mental Capacity Act & its provisions
+ Whether one should make a CPF nomination
+ How to ensure a smooth transition & transference of assets
You’ll be hosted by…
Mr Alan Tang (Senior Financial Services Director). He heads Apex Private Wealth Management, a top branch of PIAS with more than 80 financial advisers. Alan has more than 20 years of experience in the field of wealth management and has hosted countless talks with private corporations, unions, ministries and statutory boards. He is a revered speaker in the financial seminar circuit and is not only effective in delivering the message, but his stories will easily help you optimize the management of your personal finances.
*SCWO Members who attend will each receive a complimentary personalised Estate Plan!