Tax Principal Jules E. Riego (JER) was a speaker at a webinar hosted by Security Bank’s Trust and Asset Management Group on 23 February. Over 75 participants joined the event where JER and Security Bank Trust and Asset Management Group Sales and Client Acquisition Head Carmela Lim discussed how participants can enhance their estate and wealth planning by establishing a Personal Management Trust.
JER shared insights on how the COVID-19 pandemic has shifted people’s perspectives on wealth planning, sharing that most now prefer to plan early. He also provided tips on how participants can plan their estate and grow their wealth for retirement and ensure fairness among receiving family members.
Ms. Lim then encouraged participants to appoint a trustee who will serve as the non-partisan holder of an estate, emphasizing that this will help better protect their assets and reduce conflicts among family members.