3 Reasons to Set Up a Trust Even if You Have a Will Written
Jocelline Chee
August 6, 2020
Question: Hi, I’m Rick, a 45-year old surgeon working in a private hospital in Petaling Jaya. Presently, I’m happily married with Su Mi and together,
Question: Hi, I’m Rick, a 45-year old surgeon working in a private hospital in Petaling Jaya. Presently, I’m happily married with Su Mi and together,
I’m married with kids. Who will provide for my loved ones if I pass on prematurely? The above question is valid and honestly speaking, I
I’m a divorcee with minor children. How do I continue to provide for them if I pass on prematurely? This question is real and after
I’m still single. Why do I need to write a Will? I totally get it. When I was single, writing a will was not the
Are you a real estate investor? Do you co-own properties with your friends and family members? Do you intend to buy your next investment property
Question: Hi, I’m Rick, a 45-year old surgeon working in a private hospital in Petaling Jaya. Presently, I’m happily married with Su Mi and together,
I’m married with kids. Who will provide for my loved ones if I pass on prematurely? The above question is valid and honestly speaking, I
I’m a divorcee with minor children. How do I continue to provide for them if I pass on prematurely? This question is real and after
I’m still single. Why do I need to write a Will? I totally get it. When I was single, writing a will was not the
Are you a real estate investor? Do you co-own properties with your friends and family members? Do you intend to buy your next investment property
Over the years, after serving thousands of clients, I found that each family has its unique situation and challenges. I have helped many families to customize their insurance arrangement, will writing and trust establishment. And there are rarely repeated documents that fit most people.
Your circumstance is unique and I would love to extend another bonus to you. You can book a 30-minutes consultation session with me directly, which is worth RM500. There is no obligation to sign up or pay for any of my expertise during the session.
But here is my promise: I will help you clear your mind and give you constructive suggestions to build a financial fortress that best meets your family protection needs. We will discuss and find out if a proper Will & Trust arrangement coupled with your existing insurance policies will be meeting your needs.