The Financial Coconut Podcast The Great Wealth Transfer: How To Do This Well [Chills 252, Sponsored by OCBC]
Get ready to dive into the complexities of legacy planning and wealth transfer.
In this episode, we’ll explore:
- How to overcome the taboos surrounding legacy planning and bring it up with your loved ones
- Common missteps people make when passing on wealth and how to avoid them
- The power of starting early with financial education for your kids
- Planning for non-traditional families, including how to secure the future of your pets
Join our dynamic panel of experts who have first-hand experience navigating these waters:
- Yip Hon Weng, Member of Parliament for Yio Chu Kang SMC, and father of five, shares insights on balancing family values and wealth transfer across generations.
- Ian Yim, Head of Premier Private Client and Premier Banking Asia at OCBC, gives us the lowdown on financial tools that make legacy planning practical, even for families that aren't ultra-wealthy.
- Hoon Shu Mei, Director of Private Client & Family Disputes at Drew & Napier, unpacks the legal intricacies of wills, trusts, and avoiding common pitfalls in family wealth planning.
- Hosted by Adrian Tan, Fractional CMO & HR‑tech marketing strategist, author, and podcaster.
Whether you're looking to secure your family's future or simply understand the importance of planning ahead, this episode provides insights that will help you plan wisely, avoid pitfalls, and ensure a smooth transfer of wealth to the next generation.
Disclaimer: The views and opinions expressed belong to the guest/content creator, and do not represent the views of OCBC Bank. The content discussed in this episode is intended for educational purposes only and should not be considered as financial advice. The information provided is based on our understanding at the time of recording and may not reflect the current regulations or market conditions. The opinions expressed by guests are their own and do not necessarily represent those of The Financial Coconut. Please do your due diligence before making any investment or financial decisions.
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⚠️ Disclaimer:
The content discussed in this episode is intended for educational purposes only and should not be considered as financial advice. The information provided is based on our understanding at the time of recording and may not reflect the current regulations or market conditions. The opinions expressed by guests are their own and do not necessarily represent those of The Financial Coconut. Please do your due diligence before making any investment or financial decisions.
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