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

by Jocelline Chee

Insurance

Trust

Will

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Is it Sufficient to Use Life Insurance Policies as Your Only Estate Planning Tool?

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 written

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. I

by Jocelline Chee

Will

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Should We Appoint a Beneficiary or a Trustee Corporation to Act as the Executor of Our Wills?

Question: Hi, my name is Peter. I’m currently married with Mei Ling and together, we have two kids. We are looking to write our wills and are now considering if we

Why Does Testamentary Trust Exist in a Will?

Common questions: a. What is a testamentary trust? b. Why do people create a testamentary trust in their wills? c. Do I really need to create a testamentary trust in my own will? Hence,

by Jocelline Chee

Will

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Will Your In-Laws Inherit a Piece of Your Personal Residence?

Question: Hi, my name is Alex. I’m married to Amy and together, we live in a condominium unit in Kuala Lumpur, which we had bought three years ago. As I write,

by Jocelline Chee

Will

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Can I Leave Behind My House to My Mother, Wife, and Daughter with a Will?

Question: Hi, I’m Mr. Tan, a 60-year old lecturer working in a private university. Presently, I live in a landed house with my mother, wife, and daughter. They are 75, 55,

Can a Divorce Revoke a Will?

Question: Hi, my name is Lex. I’m 20 years old and I’m studying for a business diploma in a local college. Recently, my dad passed on. During his funeral, I was greeted

Can My Eldest Daughter Take Care of Her Sisters?

Question: Hi, I’m Auntie Kim. I have three daughters namely: Li Xia, Li Yun, and Li Li, where they are 22, 16, and 14 years old respectively. Li Xia has recently

by Jocelline Chee

Will

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Should I Leave My Factory to My Two Sons Equally?

Question: Hi, my name is Tony. I have founded Tan Tissue Sdn Bhd with Linda, my wife. We have been manufacturing tissue rolls and packs for 30+ years. The following is

by Jocelline Chee

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