杨子佑硕士 财福人生导师 Yong Chu Eu Money & Life Master
What 'will“ your legacy be? Unfold practical aspects of professional will writting
Yong Chu Eu Money & Life Master (杨子佑硕士-财福人生导师)
Publish date: Wed, 21 Dec 2016, 12:48 PM
Date: 9 Jan 2017
Time 9am-6pm
Venue: Fin Freedom Sdn Bhd
Highlights:
1） Unfold practical aspects of professional will writing
2） Take control of own legacy
3） Prevent costly delay & dispute
4） Real life stories & case study
5） Interactive learning in comfortable environment
Objectives:
Upon completion of this course, participants will be able to:
1. Employ professional will writing legal knowledge and skill.
2. Recognize the practical aspects of a professional will.
3. Prevent costly and avoidable mistakes in will writing.
Outcomes:
Participants should be able to:
1. Plan legacy left behind without any hassle.
2. Manage well finance through professional and effective estate planning tools.
3. Manage the money, family and life in a better control and balance way.
4. Live life to the fullest and in the same time giving and helping those needed.
Content
1. Will and why is it important to have one
2. Legal requirements of a will.
3. When do you not need a will?
4. Practical aspects to write a wills
5. Limitations of Will and Estate planning for high net worth
6. Estate distribution process
7. Summary
Contact Person(s)
Lena Lim 04-6443466/67 lenalim or connect@financialfreedom.com.my
#CPE #HRDF #CPD #will #estate #financial #networth #legacy #financialplanning #moneymastermy #finfreedom #learning #workshop
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
3iii
1. Keep a list of all your financial and non financial assets. Make sure this list is updated regularly.
2. Who are your beneficiaries? Make the list.
3. Name your beneficiaries in your insurance policies and your EPF account.
4. Decide on how you wish to give your assets away. A simple will maybe like so:
State the specific amount or asset you wish to give to the named persons first.
After that, divide the rest in proportion as you desire to the named persons.
Example:
20,000 to be given to my sister Mdm A
200,000 to be given to my wife Mdm W
5,000 donation to School X
Property S to be given to Mr. P
Gold chain to Mr. T
Computer to Miss U
The balance of the assets will be divided in the following proportion to each of the named persons.
5% to Mr. O
30% to Mr. P
30% to Miss Q
15% to Mrs. R
20% to my wife Mdm W.
5. Get the will professionally written up.
2016-12-21 15:31