Property or Poverty: Which Do You Bequeath to Your Children?
Jocelline Chee
April 20, 2022
Here is a case that I have been working on for almost 1 year. It involves a 25-year old executive. Let’s call him Mike. Mike’s
Here is a case that I have been working on for almost 1 year. It involves a 25-year old executive. Let’s call him Mike. Mike’s
Hi, I like to do a simple case study based on an inquiry from one of my readers. The inquiry received is summarized as follows:
Question: Hi, I’m Ms. Lim, a 55-year old HR Manager based in Penang. Presently, I live in a terrace house with my 80-year old mother.
On the surface, it seems that the job of an estate planner is to write wills and to set up trusts for clients. Many see
In my previous write-up, I’d listed down 3 differences between holding our cash in FD accounts and in a living trust. Once again, I believe
Hi, As I write, it is common for elderlies to place large portions of savings into Fixed Deposit accounts (FDs). This is because FDs are
Question: Hi, my name is Anne. I’m 60 years old and I’m living with Mike, my husband in a terrace house in Puchong. Both of
Hi, The answer is nope. Debt is not cancelled out upon one’s death. Here, let me share with you my recent encounter with a client.
Question: Hi, I’m Adrian, a 40-year old IT manager and property investor based in Petaling Jaya. I’m currently married to Abby and we’re blessed with
How close is my current estate plan from being truly comprehensive? In this write-up, I’ll share 5 main factors to consider to assess if your
Here is a case that I have been working on for almost 1 year. It involves a 25-year old executive. Let’s call him Mike. Mike’s
Hi, I like to do a simple case study based on an inquiry from one of my readers. The inquiry received is summarized as follows:
Question: Hi, I’m Ms. Lim, a 55-year old HR Manager based in Penang. Presently, I live in a terrace house with my 80-year old mother.
On the surface, it seems that the job of an estate planner is to write wills and to set up trusts for clients. Many see
In my previous write-up, I’d listed down 3 differences between holding our cash in FD accounts and in a living trust. Once again, I believe
Hi, As I write, it is common for elderlies to place large portions of savings into Fixed Deposit accounts (FDs). This is because FDs are
Question: Hi, my name is Anne. I’m 60 years old and I’m living with Mike, my husband in a terrace house in Puchong. Both of
Hi, The answer is nope. Debt is not cancelled out upon one’s death. Here, let me share with you my recent encounter with a client.
Question: Hi, I’m Adrian, a 40-year old IT manager and property investor based in Petaling Jaya. I’m currently married to Abby and we’re blessed with
How close is my current estate plan from being truly comprehensive? In this write-up, I’ll share 5 main factors to consider to assess if your
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.