If you need our adviser to help you out. Kindly contact us for more information.
Estate planning is a legal and effective method of making arrangements to dispose and manage your estate at death through the use of wills, trusts or other devices. It is not just for the wealthy or those who are on the verge of death. With proper estate planning, you can decide how you want your assets to be owned, managed and preserved during your lifetime and to be disposed when you pass on.
VKA Wealth Planners and its team of financial consultants are equipped with considerable knowledge to help you plan your estate.
Generating asset inventory checklist to have a clear overview on the current available distributable assets
Identifying beneficiaries according to client’s wishes as well as to maximize the benefit of those people that client cares the most
Determining as to whether the estate distribution should be written together with or without certain degree of control
Allocating different estate distribution to different preferred beneficiaries
Appointing the right executor / trustee to ensure a smooth asset distribution process to minimize or eliminate conflict during asset distribution
Identifying (2) appropriate witnesses to sign on the final will together with the testator (the client)
VKA’s Financial Advisers will update the client from time to time, to ensure that the written Will is up-to-date
Time waits for no person, so don’t be complacent. Discuss your estate planning objectives, concerns and fears with our advisor so that together you can develop a plan, applicable to your unique financial situation and needs, for effectively transferring wealth to your beneficiaries.
VKA Wealth Planners is all about helping you build your Financial Bridge for Life. We have the expertise to effectively and efficiently manage and distribute your assets.