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 
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.
Jocelline Chee 
3 Types of Trust that a Single Lady Need to Make a Comprehensive Estate Plan
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. Together, we care for Katie and
Jocelline Chee 
What 4+ Years of Court Hearings Had Taught Me about Proper Estate Planning
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 this profession as a ‘sales
Jocelline Chee 
RM 100k in EPF vs RM 100k in Living Trust
In my previous write-up, I’d listed down 3 differences between holding our cash in FD accounts and in a living trust. Once again, I believe it is worth taking notes
Jocelline Chee 
RM 100k in FDs vs RM 100k in Living Trust
Hi, As I write, it is common for elderlies to place large portions of savings into Fixed Deposit accounts (FDs). This is because FDs are capital guaranteed, give interest and are
Jocelline Chee 
How Can I Remain Financially Independent from My Children if I Have Dementia?
Question: Hi, my name is Anne. I’m 60 years old and I’m living with Mike, my husband in a terrace house in Puchong. Both of us are retirees. We have two
Jocelline Chee 
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
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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
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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