FYI: Estate Planning from a Finanical Perspective

More than just investments, a successful estate plan is about caring for family, friends and special organizations through some simple preplanning. Just as important is preparing your executor or co executors for the task.  Join Wei Woo as he speaks about some important ideas to consider for your estate planning from a financial planning perspective . It is never too early to plan for your family’s future. Wei Woo will share his own professional experiences over the past 15 years, in dealing with different types of client estate issues in various situations during his career