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Trust
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How Should I Preserve Insurance and EPF Monies Inherited from My Late Husband?

Question:  Hi, my name is Jennifer. I have just become a widow six months ago as Mike, my husband passed on tragically due to a heart attack. As a result, I
by Jocelline Chee
Trust
0Comments

Who Will Take Care of Me Financially if I have Dementia in the Future?

Question:  Hi, I’m Mr. Ling, a 67 year old retiree living in Ipoh. Just recently, my wife passed on and I’d received RM 300,000 from our life insurance companies. In addition,
by Jocelline Chee
Trust
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What Will Happen to My Senior FD Account if My Mother Passes Away?

Question:  Hi, I’m Kate. I had opened a Senior FD account with my mother where I parked a sum of RM 500,000 into it to earn myself a higher interest rate
by Jocelline Chee
Trust
0Comments

How to Bequeath My 3 Properties to My 3 Children Fairly and Equally?

Question:  Hi, I’m Mr. Ching, a retiree who is now residing in Subang Jaya. As I write, I have RM 2.5 million in assets, which comprises RM 200,000 in cash and
by Jocelline Chee
Trust
16Comments

Should I Nominate My Son to be the Executor of My Will?

Question:  Hi, I’m Mr. Neoh. I have three children namely, Ricky, Rocky, and Rainie aged 25, 18, and 10 respectively. As I write, I have RM 800,000 in cash, fixed deposit,
by Jocelline Chee
Trust
0Comments

Will My Sister Take Care of My Son Upon My Passing?

Question:  Hi, my name is Mei Fang. I’m a divorcee and currently, I’m residing with Mei Yin, my sister and James, my 8-year old son in my apartment at Ampang Jaya.
by Jocelline Chee
Trust
0Comments

What Will Happen to My Investment Property if My Proxy Passes On Prematurely?

Question:  Hi, my name is Wayne. I’m a 43-year old businessman and a real estate investor who has two residential properties. As I write, I plan to buy a condominium unit
by Jocelline Chee
Trust
Will
0Comments

Will Your Mother be Kicked Out from Your House?

Question:  Hi, my name is Ed. I’m happily married with Pei Pei, my wife and together, we’ve been blessed with two daughters namely, Cindy and Mandy aged 5 and 3 today.
by Jocelline Chee
Insurance
Trust
0Comments

Could Your Ex-Husband Receive Money from Your Life Insurance Policies?

Question: Hi, my name is Pei Ni. I’m a 40-year old divorcee. As I write, I’m residing with my mother and two children, Li Bai and Li Lin aged 10 and
by Jocelline Chee
Insurance
Trust
0Comments

Is My Life Insurance Policy a Blessing or a Curse to My Mother?

Question:  My name is Johnny. I’m currently married to Celine and together, we are blessed with Jack, our 5-year old son. I wish to continue to provide for my mother’s daily
by Jocelline Chee

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Recent Posts

  • Simple Estate Planning Strategies for Retirees
  • 3 Types of Trust that a Single Lady Need to Make a Comprehensive Estate Plan
  • What 4+ Years of Court Hearings Had Taught Me about Proper Estate Planning
  • RM 100k in EPF vs RM 100k in Living Trust
  • RM 100k in FDs vs RM 100k in Living Trust

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