3 Things to Know about Setting Up a Trust
Jocelline Chee
March 25, 2021
Hi, I’m Jocelline, a full-time professional estate planner. For years, I have been asked questions relating to Trust. Understandably, having a trust or multiples of
Hi, I’m Jocelline, a full-time professional estate planner. For years, I have been asked questions relating to Trust. Understandably, having a trust or multiples of
Question: Hi, I’m Mr. Lai, a 62-year old retiree living in Ipoh. I’m residing in a terrace house which is fully paid with Ling, my
Hi, I’m Jocelline, a full-time professional estate planner. For years, I have been asked questions relating to Trust. Understandably, having a trust or multiples of
Question: Hi, I’m Mr. Lai, a 62-year old retiree living in Ipoh. I’m residing in a terrace house which is fully paid with Ling, my
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.