When you plan & act so much, just leave a very important step to be perfect (3)

Not sure whether you need? Check if any of the following situations applies to you:

• I have no Will

• I have a Will but it may not reflect my present position

• I am no longer in touch with the appointed executor / guardian

• I have not tracked my assets and liabilities properly

• My children are minors

• I have spouse / child who do not know the value of money

• My children are beneficiaries to my insurance policy but they are still young

• I have a child with special needs

• I have dependents outside my family

• I am not sure who to trust to manage my wealth after I am gone

• My son / daughter-in- law often asks for money

• My spouse is unfamiliar with business / financial matters

• My marital status has changed recently

• I am not sure if my funds can be accessed when I am mentally / physically incapacitated

• I have acquired some new asset/s which are not in my Will

• I have assets in joint names

• I have assets overseas

• I would like to give something back to society but do not know how

• I am a Muslim convert and wonder what will happen to my estate

• I work well with my business partners but their heirs may be a problem

• I am concerned that my business becomes fragmented when inherited by my children

• I would like to see my family business continuing through the generations

• My business is exposed to high risks

• Some of my assets are held in nominee names

CONTACT ME NOW: 016-6825195

Source: Comprehensive Advisory Services