About this Event
Planning a Will? Who Gets What Is Only the First Question.
Understand what a Will can cover, what may follow other arrangements, and where poor planning can leave your family with unnecessary cost, delay and decisions to sort out later.
Join Joseph Rozario for a free, one-hour compact & powerful talk. We'll share:
- What assets are covered by a will and what are not, and how this can impact what you wish to leave your family
- Why a will alone is not the solution to avoiding costs, confusion & conflict for your loved ones
- How to make sure your will work together with existing ownership and arrangements so your assets go to your desired loved ones.
A will is an important start. What else should you think through?
A Will is important, but it is only one part of the estate-planning picture.
Property ownership, CPF nominations, insurance nominations and other arrangements can affect what happens to different assets.
When these pieces are not properly coordinated, your family may still face extra administration, professional fees and delays later.
One Singapore example: CPF savings cannot be distributed through a will. They need a CPF nomination if you want to choose who receives them. It is a reminder to look at your plan as a whole, rather than assume one document settles every part of it.
What you’ll learn at the talk
- Where your assets could go – Understand what to consider when you want your assets to reach the loved ones you desire.
- Where unneccesary costs and delays can arise – Understand how unclear or uncoordinated arrangements can create additional administration, professional fees and time for your loved ones.
- Whether a will alone says enough – See what can still be left for your family to work through if the wider estate is not properly planned.
- How to reduce the chance of family disputes – Consider the gaps and misunderstandings that can cause conflict when wishes have not been thought through or communicated clearly.
- What a more complete estate plan involves – See how a valid will fits into a broader plan that reflects what you truly want for the people you care about.
This talk may be especially useful if you…
- Want to provide for your loved ones even when you're no longer around.
- Want to avoid having your family pay thousands in costs and have months of distress when the time comes...
- Have had a change in your family or circumstances and want to make sure that you're providing for your loved ones in the desired manner.
- Want to strengthen your family's ties instead of conflict & avoidable confusion even during emotional time.
You do not need to have everything worked out before attending. This hour is a chance to learn what questions to ask.
Speakers
Joseph Rozario
Speaker on Wills and Estate Planning
With over 15 years of experience in Estate Planning, Joseph is a much sought-after speaker on Wills and Estate Planning. His distinguished career spans senior leadership positions, from Senior Trader to CEO. Prestigious organisations, including National University of Singapore, Mediacorp, Shell Singapore and Singapore Airlines, have repeatedly invited him to share his expertise on Wills and Estate Planning with their staff.
Renowned for his highly educational talks delivered with engaging humour, Joseph makes the often-daunting subject of estate planning both accessible and enjoyable. He inspires senior citizens and married couples with young children to take practical steps to protect their loved ones and secure their families’ futures through proper Estate Planning.
Take an hour to think beyond “who gets what.”
A little more clarity now can help you decide what to look at next. Join Joseph for a practical conversation about your will, your wishes and the people they matter to.
This advertisement has not been reviewed by the Monetary Authority of Singapore.
Event venue & nearby stays
Highlife Advisory, 1 Sims Lane #05-08, Singapore, Singapore
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