The Time for Estate Planning is Now
After a universally-shared horrific 2020, the Covid-19 vaccine rollouts starting from the first quarter of 2021 have given people some hope that there’s light at the end of the Covid-19 pandemic tunnel. As we noted in the previous article (titled Covid-19 pandemic sparks shift in mindset about mortality), people have become more philosophical about their mortality and […]
Creating the Big Bang in Trusts
Traditionally, the trust is perceived as the sole province of wealthy people and perceived as costly and complex. This is not always the case as the trust is a good tool for any individual and can be utilised in other situations as illustrated in this article.
Making Estate Planning Part of Your Financial Goals For 2021
As a wealth manager who has helped clients and their families manage and plan their personal and family finances, I would highlight estate or legacy planning in addition to retirement planning as two areas for setting your financial life goals.
Working with Protector and Family to Protect Vulnerable Beneficiary from Financial Abuse
What should a trust officer do when the settlor who is also the named discretionary beneficiary called to request for an ad- hoc lump sum distribution of $25,000 in addition to the monthly allowance he receives?
Liquidity Planning and Trust Structure for High-Net-Worth Individuals
As high-net-worth individuals (HNWIs) transition through their wealth cycle, they inevitably face numerous challenges relating to the creation, accumulation and preservation of their family wealth.
