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
Question: Hi, my name is Tim. I’m 50 years old and I have a 10-year old son named Jim. As I write, I have a
Question: Hi, my name is Lee. I have been living in a freehold landed house in Subang Jaya which is now worth RM 850,000. I
Question: Hi, I’m Lee, a Malaysian stock investor who invests through two stock brokerage accounts. The first account is with a Malaysian local bank where
Question: Hi, I’m Mr. Tan, a 60-year old lecturer working in a private university. Presently, I live in a landed house with my mother, wife,
Question: Hi, I’m Ronald. I have co-founded RD Jams Sdn Bhd with Danny, my partner who passed on recently due to an accident. RD Jams
Question: Hi, my name is Lex. I’m 20 years old and I’m studying for a business diploma in a local college. Recently, my dad passed
Question: Hi, I’m Auntie Kim. I have three daughters namely: Li Xia, Li Yun, and Li Li, where they are 22, 16, and 14 years
Question: Hi, I’m Mr. Chou. I’m 60 years old this year. Presently, I reside in a bungalow unit in City Heights with Ai 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
Question: Hi, my name is Tim. I’m 50 years old and I have a 10-year old son named Jim. As I write, I have a
Question: Hi, my name is Lee. I have been living in a freehold landed house in Subang Jaya which is now worth RM 850,000. I
Question: Hi, I’m Lee, a Malaysian stock investor who invests through two stock brokerage accounts. The first account is with a Malaysian local bank where
Question: Hi, I’m Mr. Tan, a 60-year old lecturer working in a private university. Presently, I live in a landed house with my mother, wife,
Question: Hi, I’m Ronald. I have co-founded RD Jams Sdn Bhd with Danny, my partner who passed on recently due to an accident. RD Jams
Question: Hi, my name is Lex. I’m 20 years old and I’m studying for a business diploma in a local college. Recently, my dad passed
Question: Hi, I’m Auntie Kim. I have three daughters namely: Li Xia, Li Yun, and Li Li, where they are 22, 16, and 14 years
Question: Hi, I’m Mr. Chou. I’m 60 years old this year. Presently, I reside in a bungalow unit in City Heights with Ai 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.
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100% Privacy Guaranteed. We will never share your information.
100% Privacy Guaranteed. We will never share your information.