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. TheyJocelline Chee
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-yearJocelline Chee
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 a will? 2. I have already writtenJocelline Chee
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 3 and 5 presently. Here, inJocelline Chee
It is a good idea to buy a life insurance policy for your children to protect their financial future. But it may not be a good idea to nominate yourJocelline Chee
How to Create RM 800,000 in Additional Unfrozen Estates With the Power of Life Insurance and Living Trust?
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 EPF and RM 500,000 in cash savings. IJocelline Chee
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 began to have this thought only afterJocelline Chee
Should I Nominate My Wife and Co-Investors as Beneficiaries to Our Investment Properties in My Will?
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 5 million in our portfolio. HereJocelline Chee