The following are common questions that I received on estate planning: 1. I am servicing a few life insurance policies. Do I need to write
Question: Hi, I’m Alan, a 37-year old engineer based in Kuala Lumpur. I’m married to Abby, my wife and together, we have two children aged
Question: Hi, my name is Wong. I’m 55 years old and I have just retired. As I write, I have amassed RM 1 million in
Question: Hi, my name is Peter. I’m currently married with Mei Ling and together, we have two kids. We are looking to write our wills
Common questions: a. What is a testamentary trust? b. Why do people create a testamentary trust in their wills? c. Do I really need to
Question: Hi, my name is Alex. I’m married to Amy and together, we live in a condominium unit in Kuala Lumpur, which we had bought
Question: Hi, my name is John. I’m 40 years old. I’m married to Stellar, who is 35 years old. Both of us are blessed with
Question: Hi, I’m Lim. I manufacture toilet rolls in a factory located in Klang. I have been in this business with June, my wife, for
Lately, I have met up with Grandpa Wong. Grandpa Wong is a 65-year old retiree living in Subang Jaya. As we had our latte at
Let’s take Linnet as an example. Linnet is single and she is 58 years old. She is an ex financial controller working for a manufacturing
The following are common questions that I received on estate planning: 1. I am servicing a few life insurance policies. Do I need to write
Question: Hi, I’m Alan, a 37-year old engineer based in Kuala Lumpur. I’m married to Abby, my wife and together, we have two children aged
Question: Hi, my name is Wong. I’m 55 years old and I have just retired. As I write, I have amassed RM 1 million in
Question: Hi, my name is Peter. I’m currently married with Mei Ling and together, we have two kids. We are looking to write our wills
Common questions: a. What is a testamentary trust? b. Why do people create a testamentary trust in their wills? c. Do I really need to
Question: Hi, my name is Alex. I’m married to Amy and together, we live in a condominium unit in Kuala Lumpur, which we had bought
Question: Hi, my name is John. I’m 40 years old. I’m married to Stellar, who is 35 years old. Both of us are blessed with
Question: Hi, I’m Lim. I manufacture toilet rolls in a factory located in Klang. I have been in this business with June, my wife, for
Lately, I have met up with Grandpa Wong. Grandpa Wong is a 65-year old retiree living in Subang Jaya. As we had our latte at
Let’s take Linnet as an example. Linnet is single and she is 58 years old. She is an ex financial controller working for a manufacturing
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.
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100% Privacy Guaranteed. We will never share your information.
100% Privacy Guaranteed. We will never share your information.
