Expert Insights on Estate Planning from Mr Lee Chiwi on Invest Talk
Chief executive officer of PreceptsGroup International, Mr Lee Chiwi, was invited to speak on Invest Talk, a podcast by The Straits Times that is held every first and third Monday of the month. The podcast took place on 19 December 2022.
In the 14-minute podcast, Mr Lee shared tips on:
- What’s important as you start on estate planning
- Why and how a trust can come in useful for young beneficiaries
- Why it makes sense to do a nomination of CPF funds into a simple trust to avoid issues
- How taxes may be an issue when it comes to estate planning
- Trusts for special needs individuals
You can listen to Mr Lee’s expert views on “Invest Talk Podcast: Tips on Legacy Planning and Setting up Trusts” at: https://www.straitstimes.com/business/invest/invest-talk-podcast-tips-on-legacy-planning-and-setting-up-trusts