Summit Planners

Secure your legacy with the power of a Trust!
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Join Stephen Chew as he shares key strategies to protect your assets and provide for your loved ones.
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Gain the knowledge and confidence you need to plan effectively for the future.
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Make sure all stipulations in your will are consistent and free of contradictions. 📝 Conflicting instructions can lead to confusion, delays, and legal issues for your loved ones.

Contact Summit Planners for clear and straightforward will planning.

Disclaimer

The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.

Minimise conflicts and ensure harmony among your beneficiaries with a well-drafted will.
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Get in touch with Summit Planners for expert estate planning advice and solutions.
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Disclaimer
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The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.
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Get your affairs in order. 📝
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Our seminar will walk you through the essentials of will planning and give you the peace of mind you deserve. Discover how to secure your legacy with clear, expert guidance.
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We look forward to seeing you there!
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Don't let ambiguity cloud your wishes like Mr Sim. Ensure your document is clear and specific, accurately reflecting your true intentions.
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For expert will planning assistance and peace of mind, contact Summit Planners today.
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Disclaimer
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The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.
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Need help with your will planning? 📝
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If you want to understand its basics and ensure your peace of mind, our next seminar is for you! Join us and get all the answers you need. See you there!
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After finalising your wishes, the next step is to store your will securely. Keep it in a safe place that your executor can access when needed.
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Here are a few safe storage options:
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1. Will Custody
2. Deposit Boxes
3. Will Registry
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For top-notch estate planning solutions, contact Summit Planners at (65) 9669 7574 or www.summitplanners.com/contacts/.
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Disclaimer
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The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.

With our trusted expertise, personalised strategies, and proven reputation, Summit Planners is here to help you secure your legacy with confidence.
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Book your consultation at (65) 9669 7574 or www.summitplanners.com/contacts/.
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Disclaimer
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The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.
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By incorporating contingency plans into your estate plan, you can ensure a smooth transition of assets during unexpected events.
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Get in touch with Summit Planners for personalised estate planning.
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Disclaimer
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The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.
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A true legacy is about more than just what we leave behind. It's the connections we build and cherish with our loved ones.

Planning your estate ahead ensures that your legacy continues to guide and support those you hold dear.

Partner with Summit Planners to begin your estate planning journey. We're here to take care of you every step of the way.

Disclaimer

The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.

Decisions, decisions! 🤔

In Singapore, the type of trust you choose affects trustee powers, and it’s important to get it right. Do you need a fixed or discretionary trust? Revocable or irrevocable? Each choice has its advantages.

Get the best advice and find the perfect trust for your needs by consulting Summit Planners.

Disclaimer

The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.

Should you establish a trust? If you're running a business, the answer is yes. A trust not only protects your business operations but also safeguards your assets and ensures smooth succession.

Contact Summit Planners today for premier estate planning solutions.

Disclaimer

The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.

A will and a trust together create a solid estate plan, ensuring your plans are carried out easily both now and in the future.

Reach out to Summit Planners for a personalised estate planning consultation.

Disclaimer

The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.

Estate planning for blended families can be tricky, but it's not impossible. Fairness and transparency are key to ensuring harmony and protecting everyone's interests.

Consult Summit Planners for expert guidance in creating a comprehensive estate plan tailored to your unique family dynamics.

Disclaimer

The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.

Explore strategies with Stephen Chew to ensure your future and safeguard your loved ones. Don't miss out on our upcoming seminar!

Discover how to secure your future and protect your loved ones with Stephen Chew. Join our next seminar!

We had a fantastic and insightful experience with all of you at our recent Will Planning seminar! 😊
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We're excited to announce more upcoming dates and eagerly anticipate seeing you there.
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Sending our heartfelt wishes for a joyous and prosperous Hari Raya Haji. May it bring you the clarity and renewal you are seeking. 🕌✨
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Calling all dads: make sure to secure your assets and pass on financial smarts to your children through a strong legacy plan.
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Read more here: https://www.summitplanners.com/estate_planning/legacy-planning-for-fathers/?utm_source=mailpoet&utm_medium=email&utm_campaign=sp-june-2024
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Contact Summit Planners today to discuss your estate planning needs.
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Disclaimer
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The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.
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Legacy Planning for Fathers As a father, planning for the future is important. Legacy planning is a powerful way to protect and impart important lessons in financial responsibility to your children.

Dads often feel responsible as the head of the household, ensuring family finances are secure.
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Openly discussing legacy planning with your spouse and older children not only provides them peace of mind but also instills the value of foresight.
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Start a conversation with Summit Planners to secure your family's future.
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Disclaimer
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The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.

We send our warmest greetings to you and your loved ones this Vesak Day. May your celebrations be meaningful and your hearts be full. 🤍
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Join us at our next Will Planning seminar on 18 May!

Discover the keys to creating a secure and lasting legacy. No complex jargon, just straightforward and practical advice.

Limited slots are available, so don't miss out!

Happy International Day of Families! ❤️
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Let's remember that fair asset distribution through estate planning fosters peace and unity, creating stronger family bonds and happier homes. 👨‍👩‍👧‍👦🏡
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Happy Mother's Day to the wonderful women who truly do it all! 🥰
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Your nurturing extends from comforting hugs to securing our financial well-being. We appreciate you!
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Whether you're off on an adventure or enjoying some well-deserved R&R, may your day be nothing short of amazing. Happy Labour Day! 😊
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You can't leave a financial legacy if you're not financially sound first. 💡
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Let's chat about legacy planning and fine-tune your finances together.
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Disclaimer
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The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.
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A trustee, whether a person or firm, manages assets for the benefit of a third party and is bound by fiduciary duty. This duty demands setting aside personal interests to prioritise the trust's goals.
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While a trustee can be a familiar face, expertise and experience are critical. Count on Summit Planners to handle your trust with precision and care.
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Disclaimer
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The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.
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On March 12 and 25, Summit Planners hosted practical and informative seminars on Will Planning! 📢
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This campaign underscores our ongoing commitment to raising awareness within our community about the imperative need for forward-thinking and preparation for the future.
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Stay tuned for updates on our upcoming events!
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Disclaimer
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The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.
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