Objective

Objective

This workshop covers the purpose, importance and considerations in estate planning, and how to distribute your assets according to your wishes using a Will, CPF and insurance nominations.  With the help of case studies and activities, you will learn how to start preparing an estate plan, and what happens if you do not plan and your estate is distributed according to the Intestate Succession Act.  Also covered is planning ahead with the Lasting Power of Attorney (LPA), Advance Care Planning (ACP) and Advance Medical Directive (AMD).  

Course Outline

  • Objectives of estate planning
  • Intestacy
  • Preparing an Estate Plan
  • Planning Ahead – LPA, ACP, AMD

Who Should Attend

Those who want to know what is estate planning, why it is important and how it can help distribute assets according to a deceased’s wishes. Also for those who want to learn how to plan ahead should they lose mental capacity.

Other Language

Mandarin

Begin Your Financial Literacy Journey

To enrol for similar courses, you can do so via our e-learning platform Finlearn@Academy here, where free and user friendly e-courses are available for learning at your own pace and convenience. Alternatively, register here for our Free Upcoming Programmes for scheduled trainer-led online sessions.

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