There is a saying that goes – wealth does not last 3 generations.
Recognising this conundrum, and the potential issues posed for our loved ones that get left behind, special speakers from our panel of experts have been invited to share their knowledge to benefit clients and friends of Great Eastern Financial Advisers.
Alicia from BR Family Assets touched on the benefits of Will Planning, and also on salient points of Lasting Power of Attorney (LPA) arrangements, and how a careful structure allows peace of mind should unexpected life events occur.
Bernard Lim from Wealth College educated the audience on multi-generational wealth transfer strategies, and concluded the last GEFA Wealth Seminar for 2018.
May your heirloom continue... for the benefit of your future generations to come