Hazelle
in Memos & Musings · 5 min read
What happens to the wealth you’ve spent years building when you’re no longer around?
Most people spend years thinking about how to build their wealth, but far fewer think about estate planning or how their assets will be protected and passed on to their loved ones.
In this episode of Money & Joy, we sit down with Shevy Yeo, Assistant Vice President of Business Development at Metis Global (Singapore), to unpack Trusts in estate planning in simple, practical terms.
From family inheritance and business assets to wills, CPF nominations and beneficiaries, we explore the questions many people don’t think about until it is too late.
——————————
In This Episode
- What exactly is a Trust and how does it work?
- How can a Trust potentially help with family inheritance and disputes?
- Trust vs Will: Do you need one, or can they work together?
- If you have a CPF nomination, do you still need to think about a Trust?
- How do I know if I require a Trust for estate planning?
- How does the process of setting up a Trust look like?
Want to explore whether a Trust may be suitable for your situation?
Get in touch with our team of licensed advisers through the link below. They will take the time to understand your situation and guide you through the available options, including Trust solutions.
Find Out More About Trusts & Other Estate Planning Solutions
🕒 Timestamps
0:00 – Highlights
2:13 – Lydia Sum Case Study: HK$60M Trust for Daughter
4:20 – What is a Trust? (Settlor, Trustee & Beneficiary)
5:35 – What Assets Can You Put in a Trust?
8:07 – Do You Really Need a Trust?
9:39 – Will vs Trust
11:10 – Case Study 1: Family Inheritance
13:28 – Case Study 2: Business
15:01 – Case Study 3: Tax Planning
15:31 – Top 5 Misconceptions Debunked
15:57 – Myth 1: Are Trusts Only for Millionaires?
18:24 – Myth 2: Trust vs Will, I Only Need 1 Of Them?
19:28 – Myth 3: Do You Lose Control of Trust Assets?
19:51 – Myth 4: Is CPF Nomination Enough?
21:00 – Myth 5: Are Trusts Only for the Elderly?
24:42 – How to Set Up a Trust
25:09 – Types of Trusts & Costs
——————————
💬 Level Up Your Finances with Money & Joy
Money & Joy ✨ is powered by AlphaJoy , a new initiative by The Joyful Investors. While TJ Academy focuses on empowering retail investors to succeed in the financial markets, AlphaJoy is your home for total financial literacy.
🏠 Venue Sponsor: The Minimalist Society
Special thanks to our venue partner for the beautiful space! Ready to work with a reliable interior designer for your next home project?
Connect with them at: https://minimalist.sg/
About Hazelle
Hazelle is the Chief Trainer and the Co-Founder of The Joyful Investors—a financial education firm committed to helping investors level up their portfolios and achieve financial independence (F.I.R.E). A first-class Accountancy graduate from Nanyang Technological University (NTU), she began her career in audit at one of the Big Four firms, where she honed her skills in financial analysis and business fundamentals.
To Hazelle, financial freedom isn’t just about retiring early—it’s about having the freedom to pursue what truly matters. She also heads TJ Academy, which runs the Moneyball Investors Playbook and Options Investors Playbook programs alongside other investor training workshops.
As an SGX Academy Trainer and SIAS Speaker, she actively supports financial education initiatives and regularly shares her insights on long-term investing, portfolio building, and market cycles.
Hazelle’s commitment to impacting the lives of investors extends beyond coaching sessions. She has spoken at prominent investment fairs internationally including MooFest, REITs Symposium and Invest Fair in Singapore and Malaysia, as well as at Baiduri Bank in Brunei. She has also conducted sharing sessions with investment clubs in local and overseas universities.
Important Information
This document is for information only and does not constitute an offer or solicitation nor be construed as a recommendation to buy or sell any of the investments mentioned. Neither The Joyful Investors Pte. Ltd. (“The Joyful Investors”) nor any of its officers or employees accepts any liability whatsoever for any loss arising from any use of this publication or its contents. The views expressed are solely the opinions of the author as of the date of this document and are subject to change based on market and other conditions.
The information provided regarding any individual securities is not intended to be used to form any basis upon which an investment decision is to be made. The information contained in this document, including any data, projections and underlying assumptions are based upon certain assumptions and analysis of information available as at the date of this document and reflects prevailing conditions, all of which are accordingly subject to change at any time without notice and The Joyful Investors is under no obligation to notify you of any of these changes.
· · ·
Have you enjoyed this article? We’d be grateful if you would share this useful content to your friends who may benefit from it as well.
