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, my name is Wong. I’m 55 years old and I have just retired. As I write, I have amassed RM 1 million in
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 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
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
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, my name is Wong. I’m 55 years old and I have just retired. As I write, I have amassed RM 1 million in
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 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
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
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.
