Legacy & Retirement Planning
Planning Today for a Secure Tomorrow
Legacy and retirement planning form the cornerstone of long-term financial security. Beyond managing assets, it’s about creating a clear roadmap that protects your wealth, preserves your wishes, and provides stability for your loved ones.
At First Affiliation, we take a comprehensive approach by helping you prepare for retirement while structuring your estate with precision through legacy, will, and trust planning. Together, we’ll ensure your financial journey continues smoothly, even through life’s transitions.
Legacy Planning
Legacy planning is important for achieving your financial goals, and safeguarding your plans is essential to ensure financial security for you and your loved ones in times of need. Don't let unexpected changes hold you back.
Will & Trust
Your Will & Trust is important for securing the future of your family and the people you entrust with it after your passing. Get to know how to write and plan your will from A to Z with First Affiliation.
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How Retirement Planning Works
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Assess your current financial situation and retirement goals
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Estimate future expenses and desired lifestyle post-retirement
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Build a diversified investment and savings strategy
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Optimize CPF, insurance, and income streams for long-term security
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Regularly review and adjust your plan based on life changes
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How Legacy Planning Works
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Identify key beneficiaries and what you want to leave behind
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Draft essential documents like your Will and establish Trusts
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Consider tax implications and asset distribution methods
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Appoint executors or trustees to manage your estate
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Review and update your plan as your family or assets grow
