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
Question: Hi, my name is Ben, a 30-year old manager working for a local trading firm. Two years ago, my father bought a landed property
As I write, I find that most people are more motivated to write their wills if they belong to any one of the following groups:
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 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
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
Question: Hi, my name is Ben, a 30-year old manager working for a local trading firm. Two years ago, my father bought a landed property
As I write, I find that most people are more motivated to write their wills if they belong to any one of the following groups:
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 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
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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.
