What the law doesn’t tell you about Planning your Will – Avoiding problems for your family and business.
The mention of Wills conjures up images of death. Superstitions notwithstanding, Wills are a useful
part of life. But much misconception prevails about what a Will can and cannot do. Some believe that
making a Will exempts them from Estate Duty or that Joint Property can be distributed under a Will.
Making a Will is not just for the rich or the old. When an adult acquires some assets, e.g. a house,
bank account, shares and so on, he should consider making a Will as part of his overall Estate Plan.
In the absence of a Will, one’s estate may well end up in the wrong hands, or worse be entirely
dissipated by expenses.
To educate the public on the importance of making Wills, and to dispel any misconceptions, we
are presenting this talk aimed at raising awareness of the subject. It covers the legal and practical
aspects of making a Will and how it protects your estate in more ways than you now know and the
important factors one takes into account before penning a Will.
What’s in store for you?
Learn important concepts of making a Will:
- What is a Will?
- What happens to your assets if you do not have a Will?
- How does marriage and divorce affect a Will?
- Can a Will be done free of charge?
Know the costly mistakes to avoid when making a Will:
- Who can challenge your Will?
- Conditions for challenging a Will.
- What assets cannot be willed away?
Understand how to plan, preserve and distribute your family wealth effortlessly using a Will:
- Minimize your legal costs and save your family money through a proper Will.
- What are Legal, Probate and other Estate expenses of your assets?
Mr Joseph Rozario
Joseph Rozario is a member of the panel of speakers for a major financial institution. Holding an MBA, Mr Rozario specializes in the field of Estate Planning for High Net Worth individuals. He has several years of experience in commerce in capacities ranging from senior trader to CEO.
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