Saturday, June 30, 2018

What can I do for you ? (2)

A Will is perhaps the most important document that can ensure your wishes come true and protect the well-being of your loved ones when you are not around. Protecting it and ensuring that it can be found are of utmost importance. Documents can be misplaced or lost. So can your Will. A Will which cannot be found is as good as having none.

Writing a Will is only half of the story. The other half is keeping it in a secure place. Some people hide their Will so well it is as good as lost! Most people would keep it in a bank safe deposit box. Not a good idea when it comes to a Will. Simply because when the account holder is no longer around, the deposit box and everything in it will be frozen. What can your family do then?

Sunday, June 24, 2018

What can I do for you ? (1)

Comprehensive Will-Writing Services
Our current “Comprehensive Will-Writing Services” have expanded from traditional Will writing to cover a range of related services with the aim of achieving the fulfillment of our motto “Making Your Wishes Come True”.

The Comprehensive Will-Writing Services offered are:

Sunday, June 17, 2018

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

Sunday, June 10, 2018

When you plan & act so much, just leave a very important step to be perfect (2)

Remember the story of Mr Tan?
What can Mr Tan do to avoid the tragedy?

The tragedy can be avoided if Mr. Tan had followed and executed a professionally constructed estate plan during his lifetime. A comprehensive estate plan should include the following features:

Sunday, June 3, 2018

When you plan & act so much, just leave a very important step to be perfect (1)

Mr. Tan was a successful businessman and held stakes in various businesses and properties. For various reasons, he used several nominees to hold his assets. He was receiving a good monthly income, in excess of RM30,000 through these nominees. It was estimated that the value of his investments amounted to RM10 million.

Unfortunately, Mr. Tan died at the young age of 42 leaving behind his wife, a 17 year old son and a 15 year old daughter. Mrs. Tan soon found out that all her husband’s bank accounts were frozen and the monthly income stream from his nominees had stopped.

《白嘉志“传奇”》PART 1

白家小弟到底做了什么事? 让他姐他姑他伯这样geram? 请一起欣赏《不能生效的遗嘱》PART 1 想要了解更多 欢迎联系我,我是凯纯 您的专属资产规划师 016-682 5195 facebook.com/kctan.sharing #will #professional_es...

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