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Jocelline Chee

Jocelline Chee

As a Full-time Senior Professional Estate Planner, Jocelline seeks to understand every client’s unique asset holdings and legacy wishes, before recommending a suitable Will and/or Trust structure to meet their needs. She is well-equipped to point out various blindspots in Legacy Planning, that her clients may have. With Jocelline, you can be assured that your legacy planning journey will feel more like having an open-hearted coffee session with a trusted friend, as compared to a formal and awkward session with an equipped advisor.

Trust
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Can I Distribute My EPF Money to My Child in Installments?

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 total of RM 750,000 in my
by Jocelline Chee
Trust
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Can I Bequeath My Property in Malaysia to My Singaporean Son?

Question:  Hi, my name is Lee. I have been living in a freehold landed house in Subang Jaya which is now worth RM 850,000. I have a son, Leon who has
by Jocelline Chee
Trust
8Comments

Can I Bequeath My Singapore Investments with a Malaysian Will?

Question:  Hi, I’m Lee, a Malaysian stock investor who invests through two stock brokerage accounts. The first account is with a Malaysian local bank where I invest in local stocks in
by Jocelline Chee
Will
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Can I Leave Behind My House to My Mother, Wife, and Daughter with a Will?

Question:  Hi, I’m Mr. Tan, a 60-year old lecturer working in a private university. Presently, I live in a landed house with my mother, wife, and daughter. They are 75, 55,
by Jocelline Chee
Business Succession
Trust
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Can the Wife of a Deceased Partner Demand Salary from My Company?

Question:  Hi, I’m Ronald. I have co-founded RD Jams Sdn Bhd with Danny, my partner who passed on recently due to an accident. RD Jams Sdn Bhd is a jam manufacturing
by Jocelline Chee
Webinar
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Webinar: Should I Bequeath My Bungalow to Three Children Equally?

https://youtu.be/EoJ-yNfZnno
by Jocelline Chee
Trust
Will
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Can a Divorce Revoke a Will?

Question:  Hi, my name is Lex. I’m 20 years old and I’m studying for a business diploma in a local college.  Recently, my dad passed on. During his funeral, I was greeted
by Jocelline Chee
Trust
Will
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Can My Eldest Daughter Take Care of Her Sisters?

Question:  Hi, I’m Auntie Kim. I have three daughters namely: Li Xia, Li Yun, and Li Li, where they are 22, 16, and 14 years old respectively. Li Xia has recently
by Jocelline Chee
Trust
5Comments

Should I Bequeath My Bungalow to My 3 Children?

Question:  Hi, I’m Mr. Chou. I’m 60 years old this year. Presently, I reside in a bungalow unit in City Heights with Ai Ling, my wife and Nick, the youngest of
by Jocelline Chee
Insurance
Trust
0Comments

Can Your Wealth Last Three Generations?

There is a popular Chinese saying, which is: ‘富不过三代’.  It literally means ‘Wealth does not last three generations and beyond’. The logic behind this stigma is illustrated with the first generation
by Jocelline Chee
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Recent Posts

  • Can I Distribute My EPF Money to My Child in Installments?
  • Can I Bequeath My Property in Malaysia to My Singaporean Son?
  • Can I Bequeath My Singapore Investments with a Malaysian Will?
  • Can I Leave Behind My House to My Mother, Wife, and Daughter with a Will?
  • Can the Wife of a Deceased Partner Demand Salary from My Company?

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