Will Writing and Estate Planning - TAGroup

Will Writing and Estate Planning

Preserving your legacy through a comprehensive will and estate planning.

How We Help

Will writing and estate planning is an essential part of financial planning. A right estate plan ensures that your assets are bequeathed as you wish and avoid unnecessary expenses and hassle. We provide will writing and estate planning services, as well as trust and LPA services.

Writing your will should not be difficult nor expensive. We offer a thorough will writing service to help you distribute your assets according to your wishes. Avoid unnecessary expenses and taxes with effective estate planning in place. We help you plan and organise your personal affairs, ensuring wealth protection for your loved ones.

Our team of professionally-trained Estate and Succession Practitioners (ESPs) are committed to providing legacy plans to ensure clarity in your wealth distribution in the event of a crisis. With trust structuring, we can help protect your assets against creditors, making sure that your valuable possessions will be distributed to your chosen beneficiaries.

Create a better future for you and your loved ones with our insurance plans and financial solutions.

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Leong Sow Hoe

Prudential Senior Financial Services Director

A caring and dedicated mentor who weaves success stories

“Everyone has his own potential.”

This is more than a motherhood statement to Mr. Leong Sow Hoe, Senior Financial Services Director at TAG. After all he has personally groomed numerous protégés who have gone on over the years to become consummate financial consultants and capable managers.

Guided by the belief that each person possesses inherent capability and talent, he does his part as a facilitator and coach, even bringing succour when hope seems all but lost.

Describing what he does for each associate with whom he crosses paths, Sow Hoe says: “My job is to inspire and spur this person to greater heights. My job is to be there when the person is down… to urge the person, encourage the person to go even a little further to reach that which is just beyond his grasp, and to attain it, and to savour the victory.”

And done this he has. In the course of a stint of some 35 years as a financial consultant, he counts among the fruits of his labour a number who underwent a challenge-ridden transition into the insurance sector.

“I’ve seen many who have come into this industry struggling even in the initial years in the area of prospecting, to get leads, to get sales, to service the clients,” observes Sow Hoe, who is happy to report that these persons have progressed to see brighter days in their career of choice. “Today they are sitting on top of the pile in terms of sales or even management.”

And this is his promise to prospective candidates: “So to him who wants to excel in sales or excel in management, then as a mentor, my job is to identify and to help him along the way to achieve his goal.”

In Sow Hoe’s opinion, the crux of mentoring lies in role modelling. The most vital attribute of a mentor is “integrity”, and to impart this quality “one has to be transparent”. To bring this about, he holds himself to the highest standard in professional ethics and personal moral traits.

Among TAG’s four core values, the 60-year-old resonates most with the commitment to be genuine. The organisation is “not a fake front where we put up something, an artificial billboard just to draw the people in,” he assures, “but we are genuinely interested to develop people so that they can be a true professional in discharging his or her duties and responsibilities in helping clients achieve financial security.”

As far as Sow Hoe is concerned, this entails being true to one’s word, and acting on the promises one has made to a client.

For him, the name of his organisation alludes to the social media platform, Facebook’s function that allows a person to create a link to a specific friend’s profile, “so we can’t put everyone into the same mould.” Rather than doing that, the company stands for professional training and nurturing that caters to the individual’s strengths, takes account of their weaknesses, and harnesses their talents and potential so that they might attain their vision for their career.