J.Veloso Estate Planning

J.Veloso Estate Planning Certified Wealth & Estate Planner, WMC
Licensed Financial Advisor, PRU

It must be Written…
25/07/2024

It must be Written…

Are VERBAL INSTRUCTIONS enough to secure your family’s assets?Learn more about ESTATE PLANNING.Our main goal is to help ...
18/07/2024

Are VERBAL INSTRUCTIONS enough to secure your family’s assets?

Learn more about ESTATE PLANNING.
Our main goal is to help you protect and preserve your assets, while safeguarding your family relationships and prevent conflict.

Plan it NOW! Contact us.

Unlock the power of Estate Planning! From securing your real properties to managing cash, personal assets, and investmen...
28/03/2024

Unlock the power of Estate Planning! From securing your real properties to managing cash, personal assets, and investments, knowledge is key.

Take charge of your future today – learn, plan, and thrive!



Unsaon ang NEGOSYO Mapadayun sa mga Anak?Daghang negosyo nga wala na nasunod sa mga anak kay “bankrupt” o purdoy na tung...
27/03/2024

Unsaon ang NEGOSYO Mapadayun sa mga Anak?

Daghang negosyo nga wala na nasunod sa mga anak kay “bankrupt” o purdoy na tungod sa bati nga hitabo sa ”business founder” o tag-iya, tungod ba kaha sa critical nga sakit, aksidente nga grabe o kalit nga kamatayon.

Pipila ka mga rason nganong masirado ang negosyo:
1.) Hurot na ang puhonan kay didto gikuha ang pagpatambal sa tag-iya.

2.) Minors pa ang mga anak, or dili pa andam mubanos or kuwang pa sa kasanatian mupadagan sa negosyo.

3.) Maputos sa utang. Gukdon sa mga giutangan. Nahibaw ba mo nga adunay 4 to 10 years ang “business suppliers” o mga giutangan makapaningil sa nangutang? Under the law, pwede makiha sa giutangan ang “spouse” sa “business founder” ug ang iyang “estate” or kabtangan ngadto sa korte. Kabayad gyud ka.

4.) Estate Tax (Tax sa deceased person)

Labing siguro naghimo kag negosyo dili lang para sa imong kaugalingon, nga kung mawala ka, mo uban pud imong negosyo ka wala. Nihimo ka ani aron mahimo nimong “legacy” para sa imong sunod nga henerasyon.

Adunay nindot nga solusyon niini.

Protect your business now!
While you’re able and capable.

ASK ME HOW,

Juvey P. Veloso
Certified Wealth and Estate Planner, WMC
License Financial Advisor, PRU Life U.K.

“Better three hours too soon than a minute too late”
- William Shakespeare

Secure your family's future with proper Estate Planning.Join our FREE session to learn how to protect what matters most....
21/03/2024

Secure your family's future with proper Estate Planning.

Join our FREE session to learn how to protect what matters most.
Don't leave your future uncertain. Drop us a message to secure your spot!



Did you know that the real properties, personal properties, bank deposits and business investments will become inaccessi...
20/03/2024

Did you know that the real properties, personal properties, bank deposits and business investments will become inaccessible if something unexpected happens to the owner or you?

Estate Planning protects:
- What we EARN - money
- What we OWE - loans
- What we OWN - properties
- Those we LOVE - family, children

… from Difficulties and Family Conflicts in the future.

I'm willing to educate, share and discusss to you the strategies to avoid these unpleasant situations that will possibly happen to your family.

This session is for FREE. Just pm me.

See you soon and God Bless!

Last night was the most meaningful client meeting I had in my 5 years in Pru Life UK not because I was able to close a c...
17/03/2024

Last night was the most meaningful client meeting I had in my 5 years in Pru Life UK not because I was able to close a case but because I opened the minds and hearts of a couple in their 70’s and their heirs on the value and importance of Estate Planning and share them a financial solution to save their property from ballooning estate tax. But most importantly, it fueled my passion to advocate for Estate Planning as a solution to avoid future family conflicts due to land distribution and tax obligations.

The couple realized that owning a lof of properties can be both a blessing and a curse for the family if you fail to manage and plan your estates.

Thank you to the couple Naomi Chelo Ramas-Elemia & Daniel for giving me the opportunity to share my new-found advocacy on Estate Planning.

(PS. I am giving a FREE Consultation about Estate Planning. See details about it in my FB story and send me a message for details).

Address

Mandaue
Cebu City
6014

Telephone

+639277382098

Website

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