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
  • 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

No comments:

Post a Comment

为什么这么简单的心愿都无法完成?!

原以为立了遗嘱就安心,谁知道…… 为什么!?为什么这么简单的心愿都无法完成呢!?!?!

Get a Beautiful Dropshipping Store Made Just for You