What Lawyers Don’t Tell You About Planning Your Will (June 12, 2025)
SYNOPSIS
Find out how we can help you realize your hopes, goals and dreams for your family with our unique Estate Planning and Will Writing system.
In this one-hour complimentary seminar, you’ll learn:
• What happens to your assets when you die? Will it really flow to your family?
• How to avoid excessive legal & probate costs
• Is having a will alone enough to convey your love and intention to your family?
• How to prevent conflict and disputes among family members
• How to build a comprehensive estate plan with a valid Will that truly reflects your wishes
While most Singaporeans want to ensure their family’s wellbeing even after their demise, workload and family responsibilities leave them with little time to get organized. An untimely death can also send a family into emotional disarray over inheritance matters.
Horror stories abound of heirs pitted against each other – brother against brother, mother against sons and daughters – in expensive legal battles that break up loving families. On the other hand, there are inspiring stories of grateful beneficiaries fondly remembering their deceased parents who provided and cared for them in every way — all made possible through thoughtful estate plans put together before it was too late.
If you share this aspiration, you might be asking: “What Do I Need To Prepare Such A Plan And How Do I Start?”
To achieve the desired outcome, there has to be collaboration within a suite of estate planning tools with expertise guiding them through the planning process — all while avoiding excessive legal and probate cost.
With over 30 years of experience, our team of professionals help clients using our unique smart planning approach, PlanSmart360.
Here are some organizations we’ve helped:
• Prime Minister’s Office
• Singapore General Hospital
• Tan Tock Seng Hospital
• SingHealth
• National University of Singapore
Speaker
Joseph Rozario
Joseph Rozario is a member of the panel of speakers for major financial institutions. Holding an MBA, he has several years of experience in commerce in capacities ranging from senior trader to CEO. Now, Mr. Rozario specializes in the field of Estate Planning and shares his wealth of experience through public seminars.
Hear it from our clients.
Everything you need to know, from the people that matter.
Derrick had patiently helped me assess my financial situation and objectives comprehensively and given suggestions to address gaps and drop policies which no longer serve my interests (i.e. save money!). He also follows up actively to revisit my portfolio to look to optimise it. Derrick also advised and helped with my will, LPA and cpf/insurance nominations. I feel much better working toward my retirement objectives with Derrick’s assistance.
Alan
If you're looking for a trusted partner to help you plan for the future, look no further than Derrick. His professionalism, expertise, and compassion make him an exceptional choice. Don't wait – secure your legacy and give yourself the gift of peace of mind with Derrick's estate planning services
Thomas
Her largeness of heart in handling our little, over many years, is testament to what she holds important. My family’s needs beyond assets and numbers and returns.
Kuan
Retired Business Owner, Family of 6
Tell us about yourself
Are you married, single, living out your retirement? Tell us! We’re here to cater to your hopes, goals, and dreams.