🤔How to protect your ASSETS for your loved ones?
Securing your assets is important, as it will ensure that your 💖loved ones are taken care of after your passing.
4️⃣ Steps you can take to secure your assets for your family:
✅ Create a will:
A will is a legal document that outlines your wishes to distribute your assets after your death.
This is to ensure your assets are distributed according to your wishes and avoid potential conflicts or legal issues.
✅Setting up a trust:
A trust is a legal entity that can hold and manage your assets on behalf of your beneficiaries.
With trust, you can protect, preserve, and distribute according to your wishes.
✅Cash & Debt Management -Funding solutions:
Review your cash and debt management with APED program to provide financial support for your family after your passing.
It can help to cover expenses such as funeral costs, outstanding debts, and living expenses for your beneficiaries.
✅Organize your assets:
Ensure that your assets are organized and that your beneficiaries know where to find important documents such as your will, insurance policies, and account information.
I have created many families’ trusts to secure assets for their loved ones.
Case references:
1️⃣ Divorcee who ran away with her children from her husband’s mental abuse.
2️⃣ Parents who disown their own son from their inheritance
3️⃣ Self-emergency funding in the event of dementia, coma, total permanent disability, or death
4️⃣ Proxy cases – to transfer your assets from a proxy to your family
Our platform uses financial and estate planning tools that can provide valuable guidance and advice on how to best secure your assets for your family.
We helped to create a comprehensive plan that considers your circumstances and goals.
We are providing 30 mins free consultation.
To learn more about it, book your appointment for a 30 mins discussion. Book Now
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:
Jeannie Tong
Will & Trust strategist.
I helped families to structure a comprehensive Will and Trust to protect their families’ assets and avoid any family conflicts.
I am a seasoned Will & Trust strategist with a passion for helping families safeguard their assets and prevent potential family conflicts. With my expertise, I work closely with families to develop comprehensive estate plans that ensure their legacy is protected for future generations. Through meticulous structuring of Wills and Trusts, I provide tailored solutions that meet each family’s unique needs and goals.
My in-depth understanding of estate planning laws and regulations allows me to provide expert guidance on matters such as asset protection, tax planning, and probate avoidance. I am committed to providing personalized and compassionate service, taking the time to listen to my client’s concerns and objectives, and crafting strategies that align with their values and wishes.
My track record of success in helping families achieve peace of mind and financial security is a testament to my dedication and professionalism. I am proud to be a trusted advisor to families, guiding them through the complexities of estate planning with clarity and transparency. Whether it’s developing a Will, establishing a Trust, or navigating the intricacies of estate administration, I am committed to helping families preserve their wealth and protect their loved ones for generations to come.
With my unwavering commitment to excellence and my deep expertise in Will and Trust planning, I am your trusted partner in safeguarding your family’s assets and ensuring a legacy that lasts for lifetimes. Contact me today to discuss how I can assist you in securing your family’s financial future with a comprehensive Will and Trust strategy.
Case references:
1️⃣ Divorcee who ran away with her children from her husband’s mental abuse.
2️⃣ Parents who disown their own son from their inheritance
3️⃣ Self-emergency funding in the event of dementia, coma, total permanent disability, or death
4️⃣ Proxy cases – to transfer your assets from a proxy to your family
5️⃣ Business ownership & succession planning
If you would like to know more about it, do click on the link for a 20 minutes discussion, Book now
