Who Should I Choose to be My Trustee – Family Members or Trust Companies?
Jocelline Chee
June 19, 2023
Here is a recent incident. I have two children, an 11-year old daughter and a 9-year old son. Both of them have an iPad each
Here is a recent incident. I have two children, an 11-year old daughter and a 9-year old son. Both of them have an iPad each
Lately, I’ve learnt of a handful of negative remarks from financial advisors when it comes to setting up a living trust (cash trust) with a
On 21 February 2023 during the parliamentary seating, a member of parliament for Kepong, Lim Lip Eng had make a statement alleged that there are
Consider this. Let’s say, we have Tan. Years ago, Tan bought his home for RM 800,000. Today, the property is worth as much as RM
Dear parents, Presently, I’m a parent to two beautiful children, a son and a daughter. They are attending primary school and like most parents, I
Today, it is common for most affluent people who are in their 50s, 60s and even 70s to had amassed RM 1-10 million in total
Picture this. The Investor: Meet Mike, a 60-year old real estate investor. He started his investment journey 30 years ago by purchasing an apartment in
Here is a quick recap: Essentially, a living trust is likened to you entrusting ‘a friend’ to hold, safeguard and manage your money on behalf
Meet Ben, a businessman and a successful investor. Apart from his businesses, Ben built himself a RM 4 million property portfolio, a RM 700,000 equity
On 24 May 2022, I read an article on the Edge titled, ‘Several Cash Trusts said to be Ponzi schemes’. Of which, I find that
Here is a recent incident. I have two children, an 11-year old daughter and a 9-year old son. Both of them have an iPad each
Lately, I’ve learnt of a handful of negative remarks from financial advisors when it comes to setting up a living trust (cash trust) with a
On 21 February 2023 during the parliamentary seating, a member of parliament for Kepong, Lim Lip Eng had make a statement alleged that there are
Consider this. Let’s say, we have Tan. Years ago, Tan bought his home for RM 800,000. Today, the property is worth as much as RM
Dear parents, Presently, I’m a parent to two beautiful children, a son and a daughter. They are attending primary school and like most parents, I
Today, it is common for most affluent people who are in their 50s, 60s and even 70s to had amassed RM 1-10 million in total
Picture this. The Investor: Meet Mike, a 60-year old real estate investor. He started his investment journey 30 years ago by purchasing an apartment in
Here is a quick recap: Essentially, a living trust is likened to you entrusting ‘a friend’ to hold, safeguard and manage your money on behalf
Meet Ben, a businessman and a successful investor. Apart from his businesses, Ben built himself a RM 4 million property portfolio, a RM 700,000 equity
On 24 May 2022, I read an article on the Edge titled, ‘Several Cash Trusts said to be Ponzi schemes’. Of which, I find that
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.