Legacy Planning Workshop: Will, LPA and Trust

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  • Legacy Planning Workshop: Will, LPA and Trust

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Retirement Planning

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Legacy Planning Workshop: Will, LPA and Trust

Members only

In this workshop, you will learn * What are the consequences if you do not have a will * Common misconceptions about writing a will * Tips and tricks when writing a will * What is Lasting Power of Attorney and why is it important * How to do an LPA

Video lesson

Members only

Here's what you'll learn from this workshop: * What is a Trust? * What are the different types of trust, and which is the right one for you? * Is trust only for the rich and ultra-high-net-worth? * Why more and more families are setting up trust? * Common pitfalls of trust setup, and * Actionable next steps in your legacy planning.

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About the teacher

Ivan Guan

Ivan Guan is the author of the popular book "FIRE Your Retirement". He is an independent financial adviser with more than a decade of knowledge and experience in providing financial advisory services to both individuals and businesses. He specializes in investment planning and portfolio management for early retirement. His blog provides practical financial tips, strategies and resources to help people achieve financial freedom. Follow his Telegram Channel to join the FIRE community.
The views and opinions expressed in this article are those of the author. This does not reflect the official position of any agency, organization, employer or company. Refer to full disclaimers here.

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