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Philam Life has continued to work towards educating Filipinos on the importance of financial planning, savings and investments as a venue to improving their way of life.

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Estate Planning


Estate Planning

Click to view the Estate Planning introductory module

This module deals with strategies of transferring assets to loved ones while minimizing taxes.

Estate, donor's, and capital gains tax are some of the taxes that are applicable when transferring assets.

1. What are the different aspects of wealth transfer?

2. What are the effects of proper and improper wealth transfer?

3. Case samples will be given to fully appreciate wealth transfer.

Be Smart

  • Birth is the boarding pass to life.
  • Life is the journey.
  • Death is the destination.
  • Whether you want to leave a legacy, or continue a legacy, it pays to have a plan.