Most Filipinos only think about estate planning when it’s already too late — when a loved one passes away and families are left confused, titles are frozen, and bank accounts […]
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Wealth, Retirement & Estate Planning Forum 2020
I’ve been invited by companies, on several occasions, to do a retirement planning seminar for soon-to-be retirees. The audience are mostly employees, who will be retiring from the company within […]
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What Happens To Your Investments When You Die?
What would happen to your stock market shares and other investments when you die? It’s a common question that people ask me, and below is my usual answer. First, investments […]
Continue readingThe Essentials for a Durable Power of Attorney
There are times when I get questions from readers about financial matters that require a legal perspective. As I am not a lawyer, I simply give common sense advise and […]
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Estate Planning 101: Leaving Behind a Good Legacy To Your Family
There’s a joke that life insurance agents often tell… They say that if you attend a wake and you see that the spouse is sobbing quietly, then the departed loved […]
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