Question: Hi, my name is Ben, a 30-year old manager working for a local trading firm. Two years ago, my father bought a landed property
As I write, I find that most people are more motivated to write their wills if they belong to any one of the following groups:
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
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, my name is Wong. I’m 55 years old and I have just retired. As I write, I have amassed RM 1 million in
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
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
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
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,
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
Question: Hi, my name is Ben, a 30-year old manager working for a local trading firm. Two years ago, my father bought a landed property
As I write, I find that most people are more motivated to write their wills if they belong to any one of the following groups:
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
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, my name is Wong. I’m 55 years old and I have just retired. As I write, I have amassed RM 1 million in
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
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
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
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,
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
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.
