Video 1: Distribution Act 1958
Jocelline Chee July 12, 2023
In my years of estate planning practices, it is common to find a: Such assumptions are false. For non-Muslims in Malaysia, the distribution method of
In my years of estate planning practices, it is common to find a: Such assumptions are false. For non-Muslims in Malaysia, the distribution method of
Let’s say, we have a man who has RM 2 million in assets, comprising his houses, his cars, his bank and investment accounts in Malaysia.
Basically, there are 4 places where one could choose to write a will. Each comes with their unique attributes. Here, I’ll list down their key
Here, let me simplify the process of writing a will by listing down and explaining the 6 elements of a valid will. They are as
Here is a simple case study: Supposedly, a man intends to bequeath a RM 3 million estate, which consists of a landed home worth RM
There are two types of trust: Today, many believe they have a ‘trust’ as they form a testamentary trust, when they write a will. While
Simply put, a will is written so that our financial assets can be distributed to our intended beneficiaries efficiently. Such financial assets include our houses,
Here is a recent incident. I have two children, an 11-year old daughter and a 9-year old son. Both of them have an iPad each
Lately, I’ve learnt of a handful of negative remarks from financial advisors when it comes to setting up a living trust (cash trust) with a
On 21 February 2023 during the parliamentary seating, a member of parliament for Kepong, Lim Lip Eng had make a statement alleged that there are
In my years of estate planning practices, it is common to find a: Such assumptions are false. For non-Muslims in Malaysia, the distribution method of
Let’s say, we have a man who has RM 2 million in assets, comprising his houses, his cars, his bank and investment accounts in Malaysia.
Basically, there are 4 places where one could choose to write a will. Each comes with their unique attributes. Here, I’ll list down their key
Here, let me simplify the process of writing a will by listing down and explaining the 6 elements of a valid will. They are as
Here is a simple case study: Supposedly, a man intends to bequeath a RM 3 million estate, which consists of a landed home worth RM
There are two types of trust: Today, many believe they have a ‘trust’ as they form a testamentary trust, when they write a will. While
Simply put, a will is written so that our financial assets can be distributed to our intended beneficiaries efficiently. Such financial assets include our houses,
Here is a recent incident. I have two children, an 11-year old daughter and a 9-year old son. Both of them have an iPad each
Lately, I’ve learnt of a handful of negative remarks from financial advisors when it comes to setting up a living trust (cash trust) with a
On 21 February 2023 during the parliamentary seating, a member of parliament for Kepong, Lim Lip Eng had make a statement alleged that there are
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.