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Will

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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
by Jocelline Chee
Insurance
Trust
Will
0Comments

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
by Jocelline Chee
Insurance
Trust
Will
4Comments

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
by Jocelline Chee
Insurance
Trust
Will
0Comments

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
0Comments

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
by Jocelline Chee
Trust
Will
0Comments

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
0Comments

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
0Comments

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,
by Jocelline Chee
Trust
Will
0Comments

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
by Jocelline Chee
Trust
Will
0Comments

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
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Recent Posts

  • Simple Estate Planning Strategies for Retirees
  • 3 Types of Trust that a Single Lady Need to Make a Comprehensive Estate Plan
  • What 4+ Years of Court Hearings Had Taught Me about Proper Estate Planning
  • RM 100k in EPF vs RM 100k in Living Trust
  • RM 100k in FDs vs RM 100k in Living Trust

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