Chartered Trust and Estate Planner - CTEP

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Chartered Trust and Estate Planner - CTEP Chartered Trust and Estate Planner (CTEP) is the globally recognized certification program for trust

Choosing the right guardian ensures your children are cared for by someone who shares your values and can provide emotio...
03/11/2025

Choosing the right guardian ensures your children are cared for by someone who shares your values and can provide emotional, financial, and moral support. This decision is one of the most meaningful parts of an estate plan.

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Staying compliant with these rules helps avoid unnecessary taxes and ensures your retirement assets are distributed acco...
30/10/2025

Staying compliant with these rules helps avoid unnecessary taxes and ensures your retirement assets are distributed according to your intentions. Regular reviews can safeguard your legacy and provide clarity for your heirs.

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True peace and progress come from directing your energy toward meaningful action rather than worrying about what’s beyon...
29/10/2025

True peace and progress come from directing your energy toward meaningful action rather than worrying about what’s beyond your reach. Purpose brings clarity, even amidst uncertainty.

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This strategy allows assets to bypass your children’s taxable estates, preserving more wealth for future generations. It...
23/10/2025

This strategy allows assets to bypass your children’s taxable estates, preserving more wealth for future generations. It’s an effective tool for families who value long-term financial security and legacy continuity.

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Every choice you make, no matter how small, contributes to the story you leave behind. Building a meaningful legacy mean...
22/10/2025

Every choice you make, no matter how small, contributes to the story you leave behind. Building a meaningful legacy means living with purpose, integrity, and foresight—one decision at a time.

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True legacy goes beyond material inheritance. It’s about passing down the wisdom, integrity, and compassion that shaped ...
20/10/2025

True legacy goes beyond material inheritance. It’s about passing down the wisdom, integrity, and compassion that shaped your life. When you build your estate plan around values, you ensure that your impact continues to inspire and guide generations to come.

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Estate planning is not just about preserving assets—it’s about shaping a future where your values, principles, and purpo...
17/10/2025

Estate planning is not just about preserving assets—it’s about shaping a future where your values, principles, and purpose endure through generations.

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Proper structuring of trusts and asset ownership can safeguard inheritances from potential claims, ensuring your heirs b...
16/10/2025

Proper structuring of trusts and asset ownership can safeguard inheritances from potential claims, ensuring your heirs benefit securely from your legacy.

Visit ctepphilippines.org

Every great plan begins with a single action. Taking the initiative today sets the foundation for a more secure and well...
15/10/2025

Every great plan begins with a single action. Taking the initiative today sets the foundation for a more secure and well-prepared tomorrow.

Visit ctepphilippines.org

A well-crafted estate plan goes beyond distributing assets—it reflects your beliefs, priorities, and vision for the futu...
13/10/2025

A well-crafted estate plan goes beyond distributing assets—it reflects your beliefs, priorities, and vision for the future. Align your plan with what truly matters to you to create a meaningful and lasting legacy.

Visit ctepphilippines.org

Every decision you make today shapes the legacy you leave behind. With proper planning and purpose, you can create a fut...
10/10/2025

Every decision you make today shapes the legacy you leave behind. With proper planning and purpose, you can create a future that reflects your values and secures your loved ones’ well-being.

Visit ctepphilippines.org

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Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

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