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ESTATE
PLANNING

Sakthi is an award-winning leader in Financial Services with a strong reputation for sound advice, Sakthi runs a genuinely client-focused business working closely with high-net-worth individuals and business owners in areas of Estate Planning, Wealth Accumulation, and Business succession planning.

Sakthi effectively and successfully divides his time between being a practitioner servicing numerous clients focusing on Estate planning and is a successful leader in financial services leading his own team, grooming financial advisors for success. He is also a sought-after International Speaker and Maximum Performance Coach for sales professionals and entrepreneurs.

What is Estate Planning?

Estate Planning involves setting up a plan that establishes who will eventually receive your assets. It also makes known how you want your affairs to be handled in the event you are unable to handle them on your own for any reason. It’s a complicated process, and it can definitely feel overwhelming. There are many components to Estate Planning, and while there’s a common misconception that it’s just about your finances, the truth is there’s a lot more to it.

Estate Planning is simply the process of making it clearly known how you want your estate to be handled after you pass or if you’re incapacitated and unable to handle things on your own. The most common Estate Planning definition is — "the process of making plans for the management and transfer of your estate after your death, using a Will, Trust, insurance policies and/or other devices". 

 

Estate Planning has been around for many years, but it’s becoming increasingly more and more common.

There are many parts of Estate Planning, but the first thing you must do is conduct a comprehensive review of your estate assets. Your estate is made up of all the property you own, including other assets like your cash, retirement accounts, investments, jewelry, clothes, antiques and etc.

Whether you are growing your business or handing your hard work on to future generations, a successful legacy is built on getting two things right. How your wealth is structured and how your family is involved. With care and experience in designing tailor-made wealth strategies robust enough to deal with whatever the future holds in store,  you can be assured that your legacy will be handed on seamlessly.


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Learn more about Estate Planning Tools

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Risk Management Plan

Risk is where there is a possibility of incurring a loss or facing outcomes that are different from one’s expectation. As such Insurance is used to mitigate these risks.

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Policy Nomination

A policy nomination is a legal document you use as a basis for distributing the money that the Insurance company pays from your policy after death.

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Will

A Will is a legal document that instructs the administration and distribution of what a person owns (his ‘estate’) among his beneficiaries after his death

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Lasting Power of Attorney (LPA)

An LPA is a legal document that allows a person who is 21 years of age or older (‘donor’) to voluntarily appoint one or more persons (‘donee’) to act and make decisions on his behalf, as a proxy or decision-maker, in the event that he loses his mental capacity.

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CPF Nomination

CPF nomination provides CPF members with the option to specify who will receive their CPF savings, and how much each nominee should receive, upon their demise.

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Advanced Medical Directive (AMD)

An AMD is a legal document that a person signs in advance, informing that he does not want any life-sustaining treatment to be used to prolong his life, in the event that he becomes terminally ill, unconscious or when death is imminent.

Dev Rai

Hands-on Global Supply Chain, deep International expertise in Strategic Supply Chain Management

Sakthi played a very important role in my life. Before I used his services I was ignorant about insurance. I always thought I had my risk management and wealth accumulation covered and spent my money unwisely. However, right now I have different stages of my life sorted out and in case of any emergency, I can safely say I am ready for it. Thank you, Sakthi and my family appreciates the help as well.

Dawn Chan

Driving Returns for Brands & Agencies with Zemanta

Having been recommended Sakthi through a close connection, I found him to be knowledgeable, honest, and personable. He listened well to my specific needs and addressed them professionally with efficiency. I look forward to a mutually successful long-term relationship with him as my financial guide.

Ping Ping Ng

Director at Power Image & Life Skills Consultants

Sakthi is sincere and genuine as a Professional in Financial Services who is passionate about paying it forward. The solutions and proposals that he has recommended have always been done with careful consideration because he listens to my needs and wants. I like the way he simplifies and explains the bigger picture and guides me through a systemic way to plan for my Risk Management, Wealth Accumulation, and Estate Planning.

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