Jocelline CheeAs a Full-time Senior Professional Estate Planner, Jocelline seeks to understand every client’s unique asset holdings and legacy wishes, before recommending a suitable Will and/or Trust structure to meet their needs. She is well-equipped to point out various blindspots in Legacy Planning, that her clients may have. With Jocelline, you can be assured that your legacy planning journey will feel more like having an open-hearted coffee session with a trusted friend, as compared to a formal and awkward session with an equipped advisor.
1 Response to "Webinar: Should I Bequeath My Bungalow to Three Children Equally?"
A very fruitful webinar on the case of the 3 children and the distribution of wealth.My feedback on the challenges of one into making time to sit and prepare a well plan living will is the information compilation esp where there are multiple properties and a combination of privately owned and business assets.