1z
1z
Nov 15, 2020•31 min
Copper Beech Trust
Begin with the end in mind.
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Episodes
1cd
1cd
Nov 15, 2020•2 hr 49 min
day 1ab
day 1ab
Nov 15, 2020•1 hr 29 min
Day 3B
Day 3B
Oct 17, 2020•2 hr 6 min
Day 3A
Day 3A
Oct 17, 2020•1 hr 19 min
Episode 21: How to choose the right trustee for my family’s trusts?
In Episode 21, We discuss about how to choose the right trustee for my family’s trusts? In this episode, we talk about how wealthy families choose the right trustee for their family’s trusts. This is a very important topic because a family trust, can have a very big impact – either positively or negatively – on how the family flourishes. One of the biggest considerations when setting up a trust is in choosing the right trustee. The correct trustee can make all the difference for your beneficiari...
May 20, 2020•6 min
EP 22 - How do I talk to my young children about money and wealth
Listeners will gain an understanding how to seize moments to teach their children about money matters and to use the right words as well.
May 20, 2020•6 min
EP 19 - Does your work reflect your character?
In this episode, listeners will take some time to reflect on their current work, be it paid or unpaid and to identify the qualities they have applied to contribute to its current stability.
May 13, 2020•6 min
Ep 20 - What Should Grandparents Think About When Giving Their Wealth?
In this Episode, we talk about the factors to think about for wealthy grandparents who wants to leave behind their wealth for their grandchildren.
May 13, 2020•3 min
What happens to my friendship when I'm wealthy
Listeners will gain an understanding of friendships when one party is wealthy and how to keep that friendship real and genuine
May 06, 2020•5 min
Ep 15 - What kind of advisors should you go for?
In the episode, listeners will have a clearer picture of why they choose their advisor and if they don't have one today, what are some things to look out for
Apr 29, 2020•6 min
Ep 13 - Beneficiaries, what are my roles and responsibilites
Listeners will gain an understanding about their role and responsibilities as a beneficiary especially if they are one themselves today.
Apr 29, 2020•6 min
20200429 - Ep 16 - Communication & Resilience is Key to A Successful Wealth Distribution
29 April 2020 Communication & Resilience is Key to A Successful Wealth Distribution In this Episode, we talk why: Having a good and open, and honest communication is Key to A Successful Wealth Distribution Here’s a scenario. A successful and wealthy father wanted to give his son a gift that is worth several million dollars. The son, who is a very ambitious and hardworking son, had recently started his own social enterprise start up. He wants to make the world a better place. And, this large ...
Apr 29, 2020•4 min
Ep 12 Trustee. What are my responsibilities
Listeners will understand what a trustee is and the roles and responsibilities of a trustee.
Apr 22, 2020•6 min
Ep - 11 Will my thoughts about 'Trusts' change the way I speak about them?
Listeners will understand how different group of people view Trust and how it influences the way they speak about them.
Apr 22, 2020•5 min
Ep 14 - What do you want to achieve when you give gifts to your child?
Ep 14 - What do you want to achieve when you give gifts to your child? In this Episode, we talk about the gifts we give to our children in legacy planning. But we also want to ensure that the giving is received well and used well. Our overall goal of giving to our children is to enhance their lives so that they can, in turn, enhance more lives. A key concern that many givers have in giving their recipients is: How can I give without affecting my children’s or grandchildren’s work ethics, a sense...
Apr 22, 2020•6 min
Ep 8 - How to Be an Empathetic Giver When Designing Your Estate Plan
At the end of this podcast, listeners will learn: Why is it difficult for GIVERS to understand and empathise with recipients? And how we can be an empathetic giver when designing our estate planning
Apr 15, 2020•4 min
Ep 9 - Knowing yourself before you gift others
At the end of today's episode, you should be able to: Know yourself better Think twice before gifting
Apr 08, 2020•5 min
Ep 10 - Is your family flourishing?
At the end of the podcast, you should be able to: Understand what it means for a family to flourish What to do when money is the driving force for the family’s prosperity
Apr 08, 2020•4 min
Ep 7 - Legacy Planning - How much is enough to leave behind for your loved ones?
Legacy Planning - How much is enough to leave behind for your loved ones? In this episode, we talk about one of the most commonly asked question: "How much is enough to leave behind?" At the end of this episode, listeners will learn: 1) The 3 important questions to ask 2) The difference between the qualitative and quantitative question 3) Get a better framework in planning for this golden question.
Apr 08, 2020•8 min
Ep 4 - How to be A "Wise" Giver in Estate Planning
How to be A "Wise" Giver in Estate Planning In this Episode, listeners will learn: 1) How to be someone who gives away his wealth more wisely, 2) Questions to ask themselves to be prepared to becoming a wise giver and, 3) How can we prepare ourselves to give wisely to our family members in a way that encourages their growth, freedom, and flourishment?
Apr 08, 2020•7 min
Ep 1 - The Spirit of Giving Well
In Episode #`1, LPASG talks about The Spirit of Giving Well. Understand how to give well. Also, what is transfer taxes. And, also the different types of taxes in transfer taxes.
Mar 25, 2020•4 min•Ep. 1
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