5 Factors to Consider to Craft a Comprehensive Estate Plan
Jocelline Chee
August 29, 2021
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
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
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
The following are common questions that I received on estate planning: 1. I am servicing a few life insurance policies. Do I need to write
Question: Hi, I’m Alan, a 37-year old engineer based in Kuala Lumpur. I’m married to Abby, my wife and together, we have two children aged
Question: Hi, my name is Wong. I’m 55 years old and I have just retired. As I write, I have amassed RM 1 million in
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
Question: I had a relative. His name was Fred. He passed on lately due to an accident. During his funeral, Jackson, our friend who serves
I’m married with kids. Who will provide for my loved ones if I pass on prematurely? The above question is valid and honestly speaking, I
Question: Hi, I’m Cyrus, a 40-year old property investor based in Cheras. Together with Lee Ling, my wife, we have eleven properties valued at RM
Question: Hi, I’m Jerry, a 27-year old executive based in Kuala Lumpur. Lately, I had bought a condominium unit for RM 600,000 with Ricky, my
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
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
The following are common questions that I received on estate planning: 1. I am servicing a few life insurance policies. Do I need to write
Question: Hi, I’m Alan, a 37-year old engineer based in Kuala Lumpur. I’m married to Abby, my wife and together, we have two children aged
Question: Hi, my name is Wong. I’m 55 years old and I have just retired. As I write, I have amassed RM 1 million in
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
Question: I had a relative. His name was Fred. He passed on lately due to an accident. During his funeral, Jackson, our friend who serves
I’m married with kids. Who will provide for my loved ones if I pass on prematurely? The above question is valid and honestly speaking, I
Question: Hi, I’m Cyrus, a 40-year old property investor based in Cheras. Together with Lee Ling, my wife, we have eleven properties valued at RM
Question: Hi, I’m Jerry, a 27-year old executive based in Kuala Lumpur. Lately, I had bought a condominium unit for RM 600,000 with Ricky, my
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.