Topic 1 – Will & Estate Planning for Parents with Young Children – what’re the advantages & short-comings of life insurance nomination under FSA 2013? Date: 8th July 2023 Saturday
Topic 2: Insurance Trust – How to Minimise or Avoid the Cost of Stamp Duty?
Topic 3: What’s the mechanism to advice the clients with regards to Double Tragedy event? (When both parents die at the same time leaving behind young children
TOPIC 4: “Divorce person/Single parent with young children must have proper Will & estate planning!”
Be careful that you ex-spouse can claim your life insurance proceeds even after divorce!
Learn from Sifu Lee as he uncovers the intricacies by adopting the INTEGRATED approach to Will & estate planning!! Sifu Lee will explain in clear and simple to understand manner how to integrate your will and trust planning into a coherent estate plan.
(Zoom session: 30th July 2023 Sunday 8.30PM to 9.45PM)