Category Archives: Rockwills & Estate planning

Estate planning is evolving

Lately, I’ve been attempting to meet up with some high net worth clients to share some ideas on estate planning with them. How fortunate to come across this very timely article in The Edge online version. It really helps to … Continue reading

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10 points to a fond farewell

Here are 10 easy points to help make drafting your will a painless procedure and give a fond farewell to your loved ones: 1. Decide who will benefit Your spouse or children will not always inherit everything if you die … Continue reading

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Enduring power of attorney

This article appeared in The Times newspaper of the United Kingdom a few years ago. It’s interesting as the case revolved around an old infirmed lady and her domestic help: Life expectancy is rising and property prices are rocketing. As … Continue reading

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Arranging a funeral

A rather morbid story today but a necessary one. It’s about arranging a funeral. I’m no expert in this field but if you need a professional funeral director here in Malaysia, there are several too. Losing a loved one is … Continue reading

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Dormant accounts

More interesting information on dormant accounts from the UK perspective. The story is quite out-of-date (Gordon Brown has left the UK political scene) and circumstances may be slightly different now. However, do read it to get an overview about what … Continue reading

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Stash that cash

About a fortnight ago, I brought you a story about lost treasures. This time, it’s specifically about money that’s been long “forgotten” in a banking account. Don’t laugh, it does happen. Sometimes, it’s because the account owners are simply too … Continue reading

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Lost treasure

I came across this interesting story in The Times newspaper quite some time ago. Do note that the article was written with the United Kingdom in mind. In Malaysia, there is something similar called the Unclaimed Moneys and if your … Continue reading

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When you die owing money…

I haven’t read a clearer story than this one from The Times. It’s so clear that I feel the need to share it with everyone I come across. The gist of the story is that your debts are never written … Continue reading

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Dividing an inheritance

I was reading this Q&A item in The Times newspaper recently. Do bear in mind that as this advice was given by a barrister in England and the circumstances refer to UK law, it may not be totally applicable here … Continue reading

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When an estate is too small…

Here’s a real life situation. Some years ago – maybe two years ago – I helped to write someone’s Will. The person wanted to appoint a Trust company as the executor despite being advised that a family member would probably … Continue reading

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