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
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Will
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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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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
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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
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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
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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,
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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,
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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,
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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
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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
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