SUCCESSION PLAN

Managing wealth helps our trusted family members during unfortunate event

Follow these steps to manage your wealth and create a succession plan 

Jot down the list of assets and liabilities

Create a will that clearly makes the asset distribution

Organise all your documents in a single place to make it accessible to family

Try to maintain an investment that can equate your liabilities

A financial calendar will act as reminder for all bill payments to avoid penalty

Seek investment professional’s help if asset management appears an overwhelming task