July, 2026 - Darren Tan Legacy Planning Lab

30 July, 2026 in LPA for Financial Advisor

How to Open a Case Using LPA Form 2

Want to open and close more legacy cases without overwhelming clients? Here’s the simple approach: understand LPA Form 2 because it can open cases fast—but only when it fits. Form 2 signals a client ready to build a system, and with the right funding, your plan won’t break down later. For young families, start with the most immediate need: support the spouse if one becomes mentally incapacitated. Don’t rush complex solutions. Only introduce Form 2 when there’s a real need, or for affluent, aging, single clients who will pay for accountability and structure. 👉 https://pteppl.academy/legacyadvisoryws This video is brought to

29 July, 2026 in LPA for Financial Advisor

Is Your Spouse Ready To Handle Your Investments?

What if the person you trust most isn’t the best person to manage your money when it matters most? In this session, we unpack a key Legacy Planning lesson: choosing your LPA donee isn’t about closeness, it’s about financial competence and the ability to protect your interests. If your investments are complex—options, puts, structured products—ask yourself: can your spouse confidently manage them if you can’t? If not, simplify part of the strategy and start with a clear asset inventory so nothing gets missed. 👉 https://pteppl.academy/legacyadvisoryws This video is brought to you by @pteppl. All rights reserved. #estateplanningSG #legacyplanningSG #financialadvisersg #singaporeestateplanner

1 July, 2026 in Wills for Financial Advisor

Write a Will That’s Truly Fair to Your Children

Ever sat in a will-writing session and felt it was rushed, template, and over in minutes? I once followed a client into one—and it changed how I approach legacy planning forever. Cheap wills often skip real advisory: a paralegal drafts, a lawyer witnesses, and no one challenges what “fair” truly means. But meaningful planning requires better questions: Is equal really fair when one child sacrificed years to care for you? As professionals, we must guide clients beyond comfort toward clarity, values, and intention—without fear, with respect. 👉 https://pteppl.academy/legacyadvisoryws This video is brought to you by @pteppl. All rights reserved. #estateplanningSG

How to Open a Case Using LPA Form 2

Is Your Spouse Ready To Handle Your Investments?

Write a Will That’s Truly Fair to Your Children

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