Legacy planning is a holistic approach to creating and implementing a definitive plan that helps ensure your wishes will be respected and your loved ones taken care of as you intended. A multifaceted process, legacy planning can be used for varied purposes, from helping to grow, protect and preserve your wealth to transferring of wealth.
Advance care planning begins with a discussion to clarify and note personal preferences regarding future medical care. It serves as a guide to loved ones and healthcare providers to help with treatment decisions in the event of a medical crisis.
Join us for the 27th instalment of our Wellness series with financial consultants, Ron Liu and Samuel Goh, and our medical social worker, Shawn Yon.
Ron Liu is a Certified Estate Planner and Senior Financial Consultant of Pinnacle Financial Group. He has over 13 years of legal experience in local law firms and legal departments of ministries and statutory boards.
Samuel Goh is a Financial Consultant with Great Eastern Financial Advisory, with a decade of experience in the education and healthcare sectors.
Shawn Yon is a registered Medical Social Worker and a qualified advance care planning facilitator. At Allium Care Suites, Shawn works closely with our multi-disciplinary team of doctors, nurses and therapists to provide psychosocial support for residents and their families.