Why Legacy Planning Needs Both a Wealth Adviser and a Lawyer (S5E04) скачать в хорошем качестве

Why Legacy Planning Needs Both a Wealth Adviser and a Lawyer (S5E04)

Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a will, or engaging with a corporate trustee. This series explores the critical collaboration between wealth advisers and legal professionals in safeguarding your family’s future. Joined by lawyers Cynthia Tang of Tang Thomas and Soo Chye from OAKS Legal, each episode shares real-life stories showing how thoughtful planning can protect your family and make a meaningful difference, offering practical insights for your own legacy journey. In this first episode, we welcome Cynthia for an insightful conversation on why legacy planning works best when a lawyer and a trusted wealth adviser work hand in hand. They explore why a clear Schedule of Assets is essential, how co-owned properties and insurance nominations can complicate distribution, and why a will is only one piece of a much bigger legacy puzzle. In managing over S$1.7 billion of our clients’ hard-earned assets, Providend believes legacy planning goes beyond wealth plans or legal documents. It starts with clarity over your non-negotiable ikigai goals, assets, family circumstances, and long-term intentions. Without this full picture, even a well-drafted will can leave gaps or place unnecessary strain on those you care about most. If you have ever wondered whether a will alone is enough, this conversation is a bite-sized place to begin. Music courtesy of ItsWatR. The host of this episode, Loh Yong Cheng, is the Deputy Head of Advisory at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Want to listen to our Providend’s Money Wisdom podcast while you’re commuting to work, enjoying a workout or simply to start your week on the right foot? Follow our audio only podcast on your favourite podcast platform for new episodes weekly on Mondays at 8am: ▸ Spotify: https://open.spotify.com/show/5Z3FcQx... ▸ Apple Podcast: https://podcasts.apple.com/us/podcast... ________________________________________________________ Learn more about: ▸Podcast Season 4 at https://providend.com/providends-mone... ▸Our philosophy at https://providend.com/about/ ▸Our publications at https://providend.com/publications/ Connect with Providend ▸Facebook:   / providend   ▸LinkedIn:   / prov.  . ▸Website: https://providend.com/our-clients/ser... ▸Newsletter: https://providend.com/#newsletter-sub... © Providend Ltd 2026. All Rights Reserved.