Your Wealth, Your Wishes, Your Legacy

Planning for Life, Incapacity & Beyond

You have worked hard to build your wealth and provide for the people who matter to you.

But have you considered what happens if one day you are no longer able to make important decisions for yourself?

Who would manage your affairs? Is having a Will enough? And when your wealth is eventually passed on, will your wishes be carried out as intended?

Estate planning is about more than deciding who receives your assets after you are gone. It also involves planning for your lifetime, preparing for the possibility of mental incapacity, and considering how your wealth should be managed and passed on to the people you care about.

Join us for an evening of practical estate and legacy planning insights as we explore how the different pieces of an estate plan can work together.

WHAT YOU WILL EXPLORE

Planning for Incapacity
Who makes decisions if you no longer can?

More than a Will
Which tools do you need for different situations?

Control & Continuity
Will your wishes be carried out as intended?

Putting It All Together
Does your estate plan reflect what matters to you?

DURING THE SESSION, WE WILL DISCUSS:

• Why estate planning matters during your lifetime, not only after death
• The different roles of an LPA, Will and Trust
• Common gaps that may arise in estate and legacy planning
• How to think about control, timing and continuity when passing on wealth
• Considerations when beneficiaries are young, financially inexperienced or require ongoing support
• How Trust planning may fit into a broader estate and legacy plan

MEET OUR SPEAKERS

Sim Peck Cheng, ChFC, AEPP
Associate Director, Financial Alliance Pte Ltd

Peck Cheng will provide a practical overview of estate planning considerations, including mental incapacity, LPA, Wills and where Trusts may fit within the broader planning picture.

Tan Check How
General Manager, iFAST Global Trust

Check How will share specialist insights into Trust planning, including how Trust structures may support continuity, provide greater direction over distributions and address different family and legacy objectives.

WHO SHOULD ATTEND?

This workshop may be particularly relevant if you:

• Have accumulated investments, property or other meaningful assets
• Have children or family members whom you want to provide for
• Want to understand what happens if you lose the ability to manage your own affairs
• Already have a Will or LPA but are unsure whether your overall estate plan is complete
• Want greater clarity over how and when your wealth may eventually be distributed
• Are considering whether a Trust may be relevant to your family's circumstances

No prior knowledge of estate planning or Trusts is required.

PRESENTED BY INFINITE WEALTH GROUP

Infinite Wealth Group is an advisory group under Financial Alliance Pte Ltd.

This workshop is designed to help you better understand the considerations involved in estate planning so that you can make more informed decisions about your own circumstances.

If the session raises questions about your own planning, our advisers will be available to discuss possible next steps with you.

Seats are limited. Reserve your place today.

Disclamers

This invitation is for informational purposes only and does not constitute an offer or solicitation to sell any financial product or service. It does not constitute legal, tax or investment advice. Any estate or Trust planning solution should be considered according to your individual circumstances and, where appropriate, with relevant professional advisers.

iFAST Global Trust Pte. Ltd. (“IGT”) is a licensed trust company regulated by the Monetary Authority of Singapore (MAS) under the Trust Companies Act 2005. IGT and Financial Alliance Pte. Ltd. (including its representatives, individuals, or associated entities) (“FAPL”) are independent, non-affiliated parties. Any views or opinions expressed by either party are strictly their own and do not represent the views of the other. Neither IGT nor FAPL accepts any liability or responsibility for any advice, recommendations, or services provided by the other party.

This advertisement and content has not been reviewed by the Monetary Authority of Singapore.