Will Your Debt be Cancelled Out Automatically Upon Your Passing?
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. He is 25 and has just begun his
Ian Tai Ian Tai 
Are You Bequeathing Real Estates or Real Liabilities to Your Beneficiaries?
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 Angie, our 1-year old daughter. Presently,
Jocelline Chee 
5 Factors to Consider to Craft a Comprehensive Estate Plan
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 estate plan is truly comprehensive. They
Jocelline Chee 
Who Shall Benefit from My Insurance Policy if No Nomination is Made?
Here is a case study: Let’s say, we have Bill, a 45-year old sales manager based in Penang. At present, Bill is married to Kate and they have Linda, their 10-year
Jocelline Chee 
Insurance Nomination to your mother. Will it be a Blessing or a Curse to Your Mother?
Today, it is common for us to buy an insurance policy and nominate our mothers to be beneficiaries of our policies. But, would this be a blessing to our mothers
Jocelline Chee 
5 Common Mistakes that Young Parents Make in Will Writing
Here, I Intend to share some blind spots that most young parents have when writing their Wills. As such, I would list down 5 common mistakes that young parents in
Jocelline Chee 
Why Does Testamentary Trust Exist in a Will?
I received a question that relates to the difference between a will with a testamentary trust and the other will without testamentary trust. As such I would share 3 main
Jocelline Chee 
3 Things to Know About Setting Up a Trust
In this podcast, I would address 3 frequently asked questions (FAQs) that I had received on trust so that you will have a much better understanding of it. a. What
Jocelline Chee 
Is it Sufficient to Use Life Insurance Policies as Your Only Estate Planning Tool?
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 a will? 2. I have already written
Jocelline Chee 
5 Limitations You Need to Know about Insurance Nomination in Malaysia
Question: Hi, I’m Alan, a 37-year old engineer based in Kuala Lumpur. I’m married to Abby, my wife and together, we have two children aged 3 and 5 presently. Here, in
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