Benjamin Goh on LinkedIn: Leaving a Lasting Legacy We're all about securing our financial futures… (2024)

Benjamin Goh

Unlock Growth through Stability & Certainty | Private Wealth Consultant | Court of Table | CHFC | Certified Estate & Succession Practitioner

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Leaving a Lasting LegacyWe're all about securing our financial futures, but what about the legacy we leave behind? And why legacy matters?Legacy planning isn't just about philanthropy; it's about making a lasting impact. Consider this: with great wealth comes great responsibility. Without proper estate planning, your loved ones may face unforeseen challenges. For instance, imagine the confusion and disputes that could arise among family members if there's no clear plan in place.𝐁𝐞𝐲𝐨𝐧𝐝 𝐖𝐞𝐚𝐥𝐭𝐡 𝐓𝐫𝐚𝐧𝐬𝐟𝐞𝐫: Legacy planning involves more than just passing on assets. It's about expressing your values and beliefs. Incorporating philanthropy into your estate plan is one way to leave a meaningful legacy. By supporting causes you're passionate about, you can make a positive impact for generations to come. With great wealth comes great responsibility.𝐅𝐚𝐦𝐢𝐥𝐲 𝐌𝐚𝐭𝐭𝐞𝐫𝐬: Estate planning isn't just for you; it's for your family too. Without a clear plan, your loved ones could face financial and emotional turmoil. Ensure that your estate plan protects your family's financial future and minimizes conflicts. It’s a responsibility that shouldn’t be placed into the hands of the executor, especially if you have appointed your family members for that role.Remember, everyone has unique circumstances, and I'm here to guide you through them.Reach out to me for a free consultation - I use F.I.R.E. to guide my clients in navigating their finances. Today's topic is part of (E) Estate Planning. F.I.R.E. is designed to build confidence in financial planning. Learn more about it today!#LegacyPlanning #CharitableGiving #FIRECommunity #FinancialIndependence #EstatePlanning #Singapore

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    💼 The Importance of Legacy Management in Wealth PlanningAs we think about the future, it’s essential to consider not just how we build #wealth, but how we preserve and pass it on. Legacy management of wealth goes beyond financial assets; it’s about instilling values and principles for future generations. Here are some key strategies to ensure your wealth has a lasting impact:1. Create a Comprehensive Estate Plan: A well-structured estate plan is crucial. It should include wills, trusts, and health care directives to ensure your wishes are honored.2. Engage in Open Dialogue: Discuss your financial goals and values with your family. Transparency can help prevent misunderstandings and foster a shared vision.3. Educate the Next Generation: Equip heirs with financial literacy. Teach them about managing wealth, investments, and the importance of philanthropy.4. Incorporate Philanthropy: Consider establishing a charitable foundation or donor-advised fund. This can create a legacy of giving that reflects your values and positively impacts the community.5. Review and Adapt: Regularly review your plans to ensure they align with your evolving goals and family dynamics. Life changes can impact your legacy strategy.6. Work with Professionals: Collaborate with financial advisors from #IPrive, estate planners, and tax professionals to create a holistic legacy management plan.Your legacy is more than what you leave behind; it’s about the values and lessons you impart. Let’s take proactive steps today to ensure our wealth serves future generations in meaningful ways.#WealthManagement #LegacyPlanning #FinancialLiteracy #Philanthropy #GenerationalWealth

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    Unlock generational success with strategic wealth transfer.Ensuring a seamless transition of wealth and leadership to the next generation is a paramount concern for many families. It's a delicate balance between minimizing tax implications, maintaining family harmony, and securing a prosperous future.At Right Horizon, we understand the complexities of succession planning and wealth transfer. Here are some key considerations we emphasize:1. Comprehensive Estate Planning 🏡Crafting a well-structured estate plan is crucial. It involves evaluating assets, liabilities, and tax implications while aligning with your family's values and objectives.2. Open Communication and Family Governance 👨👩👧👦Fostering transparent communication and establishing robust family governance frameworks can help mitigate conflicts and ensure a cohesive transition.3. Strategic Asset Allocation and Risk Management 📈Tailoring your asset allocation strategies and implementing risk management measures can safeguard your wealth and ensure its longevity across generations.4. Philanthropic Planning and Legacy Building 🌍Integrating philanthropic initiatives and legacy-building efforts can reinforce your family's values and create a lasting impact.We recently guided a multi-generational family through a complex succession plan, aligning their business interests, personal assets, and charitable aspirations. The result? A harmonious transition that preserved their wealth and strengthened their family bond.Consider these scenarios:🔄 Transferring a family business to the next generation💰 Distributing personal assets equitably among heirsWith our expertise, we can navigate these intricate situations, ensuring your family's long-term financial security and preserving your legacy. Connect with us.#generationalwealth #successionplanning #familylegacy #estateplanning #familygovernance #philanthropylegacy #familyofficeservices #wealthmanagement #pms #righthorizons

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    In my latest piece, "Fortifying Legacies: The Imperative of Comprehensive Legacy Planning for UHNW Individuals," I explore how legacy planning transcends traditional wealth preservation. It's about embedding values and visions into future generations and philanthropic missions.This isn't a task confined to legal structuring or financial maneuvering; it involves the heart and soul of what your wealth represents. It's about making a lasting impact, imprinting your ethos onto the world.👉 Discover the depth and breadth of legacy planning. Learn how it's shaping the future of wealth for UHNW families and individuals. https://lnkd.in/gA4hT95Q#LegacyPlanning #UHNW #WealthManagement #FamilialDynasties #CenturaWealthAdvisory

    Fortifying Legacies: The Imperative of Comprehensive Legacy Planning for UHNW Individuals linkedin.com

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    🔒 Importance of Leaving a Lasting Financial Legacy for Your Loved Ones 🔑As we journey through life, we often find ourselves pondering the legacy we will leave behind. While our impact can be felt in various aspects, there's something truly special about ensuring a lasting financial legacy for our loved ones.💡 At Your Financial Genie, we understand the significance of this milestone and are here to guide you in creating a comprehensive legacy plan that aligns with your unique goals. We are committed to providing personalized service, transparency, and, above all, your success.✨ Why is leaving a financial legacy important? ✨👉 Provides for Future Generations: By thoughtful planning, you can secure the financial future of your heirs, enabling them to navigate life's uncertainties with confidence. Whether it's funding education, supporting dreams, or easing financial burdens, your legacy can create extraordinary opportunities.👉 Preserves Your Values: A well-crafted legacy plan not only encompasses financial matters but also reflects your deeply held values. It allows you to pass on your hard-earned wealth while maintaining your principles, ensuring your impact extends beyond your lifetime.👉 Supports Charitable Causes: Leaving a financial legacy can be an opportunity to support causes that are close to your heart. You have the power to make a difference by leaving a lasting imprint on charitable organizations that align with your passions and beliefs.🚀 Our Expertise in Legacy Planning 📚At Your Financial Genie, legacy planning is not just about numbers; it's about understanding your aspirations and crafting a tailored strategy that reflects your vision. We will work closely with you to:✅ Assess your current financial situation and goals.✅ Address complex issues like business succession or blended family dynamics.✅ Create a comprehensive plan that considers wills, trusts, life insurance, and more.✅ Continuously review and update your plan as your circumstances evolve.💭 Your family's financial legacy deserves meticulous attention and personalization. Let us be your trusted partner on this journey. Together, we'll create a legacy plan that preserves your wealth and nurtures the well-being of your loved ones for generations to come.Ready to take the first step toward building a lasting financial legacy? DM us or schedule a call today. Our team is here to guide you every step of the way.#LegacyPlanning #FinancialLegacy #YourFinancialGenie #LeavingALastingLegacy

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  • Sahar Scioneaux, Esq.

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    Ever wonder about the lasting impact you'll leave behind? It's time to secure your legacy, ensuring your values and dreams remain beyond your years. But where do you begin? Let's get started on the important steps that need to be taken.Step 1: IDENTIFY YOUR GOALS, FAMILY VALUES, AND WISHES. This forms the bedrock of your legacy. What do you want to be remembered for? What values do you hold dear? Understanding these aspects is crucial in shaping your legacy plan.Step 2: GATHER THE NECESSARY DOCUMENTATION. From wills to financial records, ensure all pertinent documents are in order. These documents will serve as the blueprint for executing your legacy wishes smoothly.Step 3: ASSEMBLE A TEAM OF ADVISORS to guide you through the intricate process of legacy planning. Financial planners, lawyers, and estate experts can provide invaluable insights tailored to your specific needs.Step 4: ENGAGE IN FAMILY DISCUSSIONS. Legacy planning isn't a solo journey. Involve your loved ones in discussions about your aspirations and how they fit into the broader family narrative. Transparency fosters understanding and unity.Step 5: DEVELOP AND EXECUTE THE SPECIFICS OF YOUR PLAN. With your goals outlined and your team assembled, it's time to map out the details of your legacy strategy. From charitable contributions to succession plans, every aspect requires careful consideration.Step 6: SHARE YOUR PLAN WITH YOUR HEIRS. Open communication is key. Ensure your beneficiaries understand your intentions and the rationale behind your decisions. This fosters harmony and mitigates misunderstandings down the line.Step 7: ADJUST YOUR PLAN AS NEEDED. Life is dynamic, and so too should be your legacy plan. Regularly revisit and revise your strategy to accommodate changes in circumstances or priorities.In crafting your legacy, you're not just securing assets; you're safeguarding the essence of who you are for generations to come.Ready to take the first step toward securing your legacy? Your legacy awaits—Start by reflecting on your values and aspirations🔒✨#shieldandsecure #legacyplanning #familyvalues #financialplanning

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  • Vikramjeet Singh

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    👨👩👧👦 Because family is at the heart of what we do, we're committed to building wealth generationally. ⌛ Time is precious, and we're dedicated to making every moment count for you and your family.🥇 We're not just about financial planning, we're about financial excellence. We're always learning, always growing, and always striving for better. Because, better. 💡🔭 Your dreams are our mission. Whether you're planning for retirement or looking to make a charitable impact, we've got you covered. 🛠️🏦 With our cutting-edge eMoney platform, you'll have real-time access to your financial plan, every step of the way. 🌍📈 Ready for growth? Let's build your wealth, together.#WealthGrowth #FamilyFirst #BecauseBetter

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