(Seminar) Preserving Legacy: Smart Estate Planning for Property and US Stocks

 

Synopsis: Estate planning transcends the act of writing a Will. It is an intricate process that ensures wealth transfer to loved ones with minimal tax burdens, reduced financial leakages, and the avoidance of potential family disputes. This seminar dives deep into the overlooked challenges in estate planning and offers solutions to navigate complex issues such as US Estate Duty on stocks and assets. Participants will also learn practical strategies for transferring income-generating property to beneficiaries seamlessly.

Key Takeaways:

1. Understanding Estate Planning Challenges: Explore overlooked pitfalls that can complicate wealth transfer and learn how to address them effectively.

2. Demystifying US Estate Duty: Gain insights into how US Estate Duty impacts ownership of US stocks and assets.

3. Efficient Property Transfer Strategies: Learn actionable methods to transfer income-generating property to beneficiaries while minimizing hassle and ensuring tax efficiency.

Relevant article for some knowledge.

How to start a Simple Estate Plan (Will Planning)?

 

Event Details

  • Date & Time: 29th May 2025, 7.00pm – 9.00pm Thursday
  • Registration starts at 6.30pm
  • Location: JustCo Hong Leong Building
  • 16 Raffles Quay #09-01 Singapore, Singapore 048581
  • Fee: $10. Registration is required.
Register Now

 
 
Mr. Kenny Loh is a Certified Estate Planning Consultant and also a CERTIFIED FINANCIAL PLANNER (CFP). Kenny has more than 10 years in Holistic Estate Planning experience, using a unique “3-in-1 Will, LPA and Standby Trust” solution, to address his client’s social consideration, legal obligation, emotional needs and family’s harmony in his approach. Kenny has Double Master degree in Business Administration and Electrical Engineering, and also an AEPP (Associate Estate Planning Practitioner) jointly awarded by The Society of Will Writers & Estate Planning Practitioners (SWWEPP) of The United Kingdom, in collaboration with Estate Planning Practitioner Limited (EPPL), the accreditation body for Asia.
 
Check out Kenny Loh profile here and also Estate Planning Services.

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