Tag Archives: distribution

Elements of a valid Will

If you don’t already know, Downton Abbey is a critically acclaimed British period drama television series. This series, set in the Yorkshire country estate of fictional Downton Abbey, depicts the lives of an aristocratic family, the Crawleys and their servants … Continue reading

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Legislation affecting financial planning

What are the legislation in Malaysia that will affect financial planners most or at the very least, should be good for them to know or be aware of? In my opinion, below are the few pertinent ones which I present … Continue reading

Posted in General, Insurance, Investment, Money matters, Mutual Fund, Rockwills & Estate planning, Unit Trust | Tagged , , , , , , , , , , , , | Leave a comment

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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The heartache of intestacy (people dying without Wills)

Not leaving a Will means leaving a heartache for a bereaving family, especially one that is unaware of the legal quicksand. Can you imagine a scenario such as this: a man died without having written a Will. All he owned … Continue reading

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