Introducing Estate Planning
Estate planning is a deliberate planning process of ensuring your loved ones have reasonable financial assets to live on in the event of your death, and for yourself during your golden years or if you should lose your mental capacity.
A well thought-through estate plan will enable you to secure the necessary financial base for your loved ones. A good estate plan can help you to create a desired estate for your loved ones immediately; protect your accumulated estate from creditors’ risk; and distribute your estate either in a lump sum or periodically to your loved ones depending on the financial maturity of your beneficiary.
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Why choose Summit Planners?
We provide holistic financial planning and not just estate planning.Our Team
With over 20 years in the industry, our team of professionals are well equipped with practical knowledge of all aspects for your peace of mind.
Supported by a group of experience lawyers with various expertise.
The Professional Deputies and Donees to serve individuals, who may not have family members or close friends to rely on.
Singapore Licensed Trustee with 20 years of experience to administer assets under trusteeship in accordance with the terms of the Trust and the law.
Served by a team of dedicated and experienced estate practitioners.
Our Business Sector
1. Trust
Trust is a unique legal concept in the common law legal system which Singapore adopts. Essentially, Trust is a legal arrangement which allows dual ownership of an asset which can yield certain desirable asset protection and estate planning outcomes.
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2. Will
A Will is an official document to indicate who will receive which assets and how much they will receive from the assets specifically.
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