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Financial Planning Must Include Estate Planning

Warren Yap shares with us that becoming an Estate & Succession Practitioner added a new dimension...

Estate Planning: Doing Good For Clients And Society At Large

PreceptsGroup Estate & Succession Practitioner, Lim Jui Seck, joined the firm when it was first established...

Building Deep Relationships And Trust Are Key To Success For ESPs

Multiple-business owner Doris Toh became an ESP with Precepts Legacy after she saw that there was a gap...

Why Choose PreceptsGroup For Estate Planning?

Senior Estate & Succession Practitioner Eugene Soo has been working with PreceptsGroup for 14 years....

Interview with AEPP® Designee: Isaac Low, Principal Partner of Avallis Financial

Precepts Academy’s Associate Director, Eliss Chen, recently sat down with AEPP® Designee Isaac Low Ee...

A Key To Good Estate Planning Is To Care About The Well-Being Of Beneficiaries

This is the view of PreceptGroup’s Yulianto Adi Wiguno AEPP®. He talks about what motivates him as an...

Bringing smiles to the faces of clients, and a good night’s sleep

Joseph Tan and Chong Shing Ann of PreceptsGroup share their experiences and what motivates them as ESPs,...

Estate Planning for Divorces (Part 2)

Lisa Gay (Business Development Executive, Marketing) caught up with Ms Lim Kim Hong (Advocate & Solicitor,...

Interview with Precepts Estate & Succession Practitioner: Eileen Sim

Q) When did you become a Precepts Estate & Succession Practitioner (ESP)?A) I became an ESP in year...

#MyAEPP®Journey in Hong Kong, Success Story of Gifford Chen

The Estate Planning Practitioners Limited Hong Kong (EPPLHK) is honoured to invite one of our distinguished...

Real Estate Succession Challenges in Singapore

At a recent Precepts Academy (PAC) event, Estate Planning as the Cornerstone of Financial Planning 2025,...

Interview with Newly appointed Deputy CEO, PreceptsGroup: Leong Mun Kid

Leading PreceptsGroup into the Future From Director of Trust to Deputy CEO, Leong Mun Kid has played...

What Happens When An LPA Form 2 is Activated?

The Lasting Power of Attorney (LPA) Form 2 is a crucial estate planning tool that allows an individual...

Interview with Estate & Succession Practitioner Darren Tan

Q) When did you become a Precepts ESP?A) I became an ESP in 2010, back when it was known as Rockwills...

Revolutionising Estate Planning with ProviTrust

Estate planning requires tailored solutions that address the unique needs of each client. This includes...

中国财富传承规划趋势

启盛学院(Precepts Academy) 副董事陈惠兴 (“惠兴”) , 在EPPL 的 AEPP® 高级课程高净值家族信托战略规划的课程与课程讲师Cindy Qi , 齐心祎 (“心祎”)了解一...

Singapore's Aging Population: Are Industry Professionals Ready for the Challenge?

Singapore’s rapidly aging population presents a sobering reality: an increasing proportion of our seniors...

Understanding Trusts with Charitable Elements

Trusts with Charitable Elements: A Meaningful Legacy

In Singapore's thriving society, philanthropy plays a crucial role in addressing community needs and...

Business Succession 101

What is a Buy-Sell Agreement? One of business succession strategy is to consider a Buy-Sell Agreement....

Asset Protection with Trusts

If a paramount objective is to pass on one’s assets to his family members, then whilst there is no financial...

confident-businessman-thinking-in-office

Understanding Keyman Insurance

Is there a key person in the business? Would the business owner himself or another person whose role...

Interview with Estate & Succession Practitioner: Nelson Tan

I transitioned into Estate Planning after COVID disrupted the corporate world, particularly the Office...

Case Commentary: The Importance of Mental Capacity in Writing Wills

This case involves a legal dispute between two brothers, WWI and WWJ, over the validity of three Wills...

Driven To Inspire People To Plan And Secure Their Legacy

Education empowers individuals to make informed decisions about their estate. Every person is unique,...

Navigating Estate Administration: The Crucial Role Of The Executor

Estate administration can be overwhelming, especially when dealing with challenges like missing Wills...

Delia Wong speaking at the recent MDRT Day Singapore

Enhancing a Financial Advisory Practice With Estate Planning

Precepts Academy’s Associate Director, Eliss Chen, recently caught up with Delia Wong, who was a key...

Tea Ceremony and Cheque Presentation

Explore the inspiring legacy of Madam Lam. Her thoughtful estate planning and dedication to charitable...

Estate Planning Is For The Entire Family

In this issue of The Custodian, Johann Tay says problems and solutions in Estate Planning are typically...

So You Know Where I Kept My Wills?

With an aging population and the rise of dementia – which became the leading cause of death in men in...

businessman-in-suit-reading-finance-report

Trust structures for SFOs: Enhancing Wealth Management And Legacy Preservation

Wealth management has evolved significantly over the years, with affluent families seeking sophisticated...

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