Simple Estate Planning Strategies for Retirees
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: Hi, I’m Madam Yap. I’m retired, divorced, and
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.