Private Consultation

US Stocks & Inheritance Tax Consultation

If you hold US-listed stocks, your estate may face US estate tax even if you live in Singapore. A private review clarifies your exposure and what to do about it.

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Private, structured, and confidential.

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What to Prepare

  • Your portfolio statements for US-listed stocks
  • Details of the broker accounts you use (IBKR, moomoo, etc.)
  • Any existing will or estate plan you already have

The First Session Is Diagnostic

You leave with a clearer view of what is already aligned, what deserves attention first, and what should be structured next.

Celeste Lim, Certified Estate Planner in Singapore

Your Advisor

Celeste Lim

Estate Planning Advisor · Singapore

Certified Estate Planner10+ Years ExperienceMAS Registered Representative

Manulife Financial Advisers Pte. Ltd. · MAS Rep No. LML300343441

Preferred contact method
event_available

Consultation

US stocks & inheritance tax

Preferred timings
Days
Time slots

You also consent to Manulife FA (including Representatives of Manulife FA) to contact you (even if your number is registered on the National Do Not Call Registry) for marketing purposes, and provide you with marketing, advertising, and promotional information and materials and/or documents related to financial advisory services and products distributed by Manulife FA.

lockPDPA Compliant & Confidential

What Happens Next

Your review brings the conversation into focus — what is already working, what is disconnected, and what the next practical step is.

01

Private Diagnostic Review

A first look at your enquiry, existing arrangements, and the documents or decisions that need closer review.

02

Strategy & Structuring

A focused session to identify which decisions or structures need immediate attention.

03

Execution Coordination

Clarifying which documents or follow-up actions need to be aligned to turn the plan into something workable.