个案分享(1) 遗产规划:

学习篇:

遇到以上情形,唯一能做的就是重新申请LA (Letter of Administration)。因为银行必须跟着程序走。当然手续又多一层了,后续的跟进速度也慢了。

问:该如何避免类似情况发生?

答:在做遗产规划时,咨询有经验的规划师。一位有经验的规划师会在初步的勘探阶段为你提供个案分析,有利于日后的规划,才能避免许多不必要的麻烦。尤其是被委任的执行人完全没有这方面的经验,就会延长整个手续过程。在做规划之前,一定要先准备产业清单:

1)所有的不动产资料(正确地址,地契备份,贷款银行及余额等,共同拥有者)

2)所有名下的企业(基本资料,合伙人资料)

3)所有动产资料(汽车,银行户口,私人俱乐部会员,Paypal, TouchNGo, Shopee, 股票户口,虚拟货币账号等等)

除了产业清单,也要准备债务清单。

欲了解更多,请按此处链接,我将会尽快联络您。

Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs.

Published By:

Samantha Lim 林淑燕

Wealth Strategist | Will & Trust Specialist | Passive Income Architect

 

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你有没有想过,如果每天早上叫醒你的不是闹钟,而是银行卡里准时到账的收入,生活会是什么样?

其实,实现财务自由不需要把事情搞得很复杂。我的工作,就是陪你一起理清思路,帮你搭好那个能自动运转的“财富引擎”。这样,无论你是在旅行、睡觉,还是在陪家人,钱都能替你“出汗”工作,而你可以把时间留给真正热爱的事。

说真的,时间才是最贵的成本。 现在的每一份行动,都是在给未来的自己减压。生活难免有突发状况,但只要财富是井然有序的,心里就会踏实很多。别再观望了,趁现在一切都在掌控中,咱们赶紧把这块拼图补上。

正如老巴(巴菲特)那句扎心却又实在的大白话:“如果你不学会让钱生钱,你可能真的要忙碌一辈子。”

我的想法其实很简单:用靠谱的策略,换你一份长久的底气与安心。

准备好打造你的“自动赚钱机器”了吗?咱们聊聊吧!点击【这里】直接开始对话!

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