7 Steps Guide to Proper Estate Planning Your Future Shared By An Industry Leader! (MUST READ)

With the globalized world, we live in today, many of us are blessed in owning various assets, across countries and categories.


With digital assets being the new kid on the block, estate planning can be a muddle for people who are unfamiliar with the laws in various countries and legal jargons existent in the process of estate planning.

Your current estate took years and countless hours to build. As such, having a well-crafted estate planning is essential to your beneficiaries and allows you to rest in peace when the day eventually comes for you to bid adieu to your loved ones.

Take your time to run through the 7 steps listed below to help you get your estate planning started:

1. Create a listing of your assets, both tangible and intangible. Include the relevant country it is governed by and the financial information related to it.
   
   
2. Be clear of the objectives you wish to achieve through your estate planning.
   
   
3. Make a list of your beneficiaries and the asset(s) to be distributed to each beneficiary. Your beneficiaries can be a specific individual whose name is stated in your estate planning or a class/title as defined at the point of your demise. For distribution of asset(s) to an organization, be sure to check the full name and corporate entity number of the organization.
   
   
4. Consider how you wish your asset(s) to be distributed to each beneficiary. There is no ‘one rule fits all’ for the distribution of your asset(s).
   
   
   A few common options of asset(s) distribution is：
   
   (i) direct one-time full distribution in its actual state,
   
   (ii) direct one-time full distribution in cash,
   
   (iii) regular distribution in cash and
   
   (iv) periodic distribution in cash based on specified age attained.
   
   
5.  Discuss with a trusted and experienced estate planner on the estate planning structure, that will best meet your asset(s) distribution wishes in point 4 above. Take note of the governing laws that can impact your estate planning and taxes that may flow down to your beneficiaries.
   
   
6. Put your estate planning into place with the relevant legal work to validate it and safe storage of your Will and/or Trust.
   
   
7. Review your estate planning on a periodic basis, especially so when there is a new asset or new class of estate to be included in your estate planning.

Estate planning is sometimes viewed as ominous in the Asian culture, where death is not usually discussed. But death is definite, from the minute we were born into this world.

Live life to the fullest and have your estate planning done up today so that you can truly go about your everyday affairs with the peace that if tomorrow never comes, your estate will be well distributed as per your wishes.

Ms. Jocelline Chee, Professional Estate Planner and Founder of Will Generation (A Professional Service Centre of esteemed will-writing pioneer Rockwills)

Please contact +6019 - 729 4278 (Malaysia), +65 - 8731 5002 (Singapore) or you can fill up your particular and we will connect with you shortly. 

Address:

Malaysia 

(PENANG)

WISMA ROCKWILLS

A-2-1, Lorong Bayan Indah 4,
Bay Avenue, 11900 Bayan Lepas
Penang, Malaysia

(KUALA LUMPUR)

WISMA ROCKWILLS 

No. 62, Jalan 2/131A
Off Jalan Klang Lama, 
58200 Kuala Lumpur, Malaysia. 

Singapore 

ROCKWILLS INTERNATIONAL PTE LTD 

10 Anson Road, 
#06-17, International Plaza, 
079903, Singapore. 


Email: office@willgeneration.com

Why Choosing a Right Attorney Even If It's Cost More Is 100% Worth It!

Before choosing a rightful Executor below are some pointers for you to consider⁉⁉

When you have a Will, your Executor is the most important person you put in charge to carry out your Will instructions.

Without a piece of knowledge and capable executor your instructions may not carry out and your beneficiaries may not receive their inheritance.

Expose to liabilities
Your executor may be exposed to liabilities from creditors and tax authorities.

Instead of letting inexperienced executor act as your Executor.
As yourself this question...

a) Do I know the duties and liabilities of an executors


b) If I don’t know, how I do brief my executor on what to do?


c) Has he agreed to act as my executor?


d) Is he too busy to act as my executor?


e) Will he still be trustworthy when I’m no longer around?


f) Will my executor can live longer than me and all my beneficiaries?


If the above answer is No, don't leave it to uncertainty you can appoint Rockwills Trustee act as your Executor.

Why appointment Rockwills?

As a licensed Trust Company we are qualified and experienced to act as an executor by law. Professional accountable for trust funds and systematic way of distribution of trust funds according to wishes.

Make the right decision and choosing the right executor to act for your loved ones, reply for a 45-min FREE complimentary session or contact us

We have a solution to your estate planning, making sure your wish will come true.

Please contact +6019 - 729 4278 (Malaysia), +65 - 8731 5002 (Singapore) or you can fill up your particular and we will connect with you shortly. 

Address:

Malaysia 

(PENANG)

WISMA ROCKWILLS

A-2-1, Lorong Bayan Indah 4,
Bay Avenue, 11900 Bayan Lepas
Penang, Malaysia

(KUALA LUMPUR)

WISMA ROCKWILLS 

No. 62, Jalan 2/131A
Off Jalan Klang Lama, 
58200 Kuala Lumpur, Malaysia. 

Singapore 

ROCKWILLS INTERNATIONAL PTE LTD 

10 Anson Road, 
#06-17, International Plaza, 
079903, Singapore. 

Email: office@willgeneration.com

买了保险，但谁来保障您的保险金额呢！？

为了保障家人的生活所以买了保险，但是谁来保障您的保险金额呢！

建议在投保前，多了解信托规划。(Estate Planning) 

当保单有成立信托规划，保险法令以同意您可以自由投选您的受益人，受益人可以是没有亲属关系的。

然后在保险信托规划里，可以达到双层保障的效果。一般的保单提名只有一层保障。比如丈夫提名妻子为唯一受益人，妻子也同样的提名丈夫。不怕一万 就怕万一，万一夫妻俩同时不幸发生意外，在信托规划里可以附加候补给孩子们受益，保险金额就有双层保障供应您孩子的需求。

信托规划可以确保您的受益人可以在最快的时间内受益。一般是1-2个月。不然当万一唯一的提名受益人同时离世，保险金额是会归为遗产，然后依据遗产法令规定来进行分配。时间是最大的考验。

最后信托规划是保障您的保险金额。保险金额的用途是由你来决定，可以通过信托管理制度，来控制和预防受益人不会理财或被骗。一般的管理制度是给那些年龄较小的受益人，每月领固定的费用，直到会理财的年龄，才可以一次性领完。

想让您的保险更有保障，联络以下号码获取您45分钟的1对1免费咨询。保险信托给您一个完整的规划。

Please contact +6019 - 729 4278 (Malaysia), +65 - 8731 5002 (Singapore) or you can fill up your particular and we will connect with you shortly. 

Address:

Malaysia 

WISMA ROCKWILLS 

No. 62, Jalan 2/131A
Off Jalan Klang Lama, 
58200 Kuala Lumpur, Malaysia. 

Singapore 

ROCKWILLS INTERNATIONAL PTE LTD 

10 Anson Road, 
#06-17, International Plaza, 
079903, Singapore. 

Website: www.willgeneration.com
Email: office@willgeneration.com


Contact Jocelline Chee: 

Websites: jocelline.myservices.biz
Email: jocelline.office@gmail.com

(MYTH DEBUNKED) What 98% of People Have Wrong Perception about Will Writing Services

“It is a common misconception that Will Writing and Legacy Planning is for the RICH, Old or Dying”

In truth, Will writing is for every person with specific distribution wishes for their assets upon death or mental incapacity.

That essentially includes every person with property ownership, bank savings, insurance coverage, investment portfolio and/or business ownership.

Legacy planning is especially necessary for business owners and families with minor children and/or elderly parents.

Enhanced consideration needs to be given to beneficiaries who are young and below 18 years old and it is always wise to set up a Trust to hold the funds for beneficiaries until the right timing of the beneficiary to manage their finances.

The Issues to Grapple with

Many people agonize over the best ways to distribute various assets to their spouse and children. Should it be given equally, or should some have more than others? Should the assets be separately given or should they be shared? If shared, would this cause friction and dispute over asset usage or disposal?

The Role of the Estate Planner

The multitude of potential issues is often underestimated by the client. The subject is wide in scope and is highly technical with many issues to be grappled with as mentioned in the earlier paragraphs.

Jocelline is able to understand the wide scope of issues that need to be addressed in a person’s legacy plans. She will be able to identify the triggers that the clients can relate to.

If you would like to find more about how you can take the 1st step in planning for your loved ones, reply for a 45-min free complimentary session or contact us

These are the most common misconceptions about Will Writing from the Public.

Hope you guys found it useful.

Please contact +6019 - 729 4278 (Malaysia), +65 - 8731 5002 (Singapore) or you can fill up your particular and we will connect with you shortly. 

Address:

Malaysia 

(PENANG)

WISMA ROCKWILLS

A-2-1, Lorong Bayan Indah 4,

Bay Avenue, 11900 Bayan Lepas

Penang, Malaysia

(KUALA LUMPUR)

WISMA ROCKWILLS 

No. 62, Jalan 2/131A

Off Jalan Klang Lama, 

58200 Kuala Lumpur, Malaysia. 

Singapore 

ROCKWILLS INTERNATIONAL PTE LTD 

10 Anson Road, 

#06-17, International Plaza, 

079903, Singapore. 

Email: office@willgeneration.com