Tag Archives: Rockwills & Inheritance

From grandparents to grandchildren

Sometimes, wealth is passed directly from the grandparents to their grandchildren Continue reading

Posted in Money matters, Rockwills & Inheritance | Tagged | Leave a comment

From BHLB Trustee to CIMB Commerce Trustee

Sigh …. why must it be so complicated? Let me set the record straight, since I’m well aware of the history of Rockwills Corporation, having been associated with this estate planning business since 1996. Long ago, which was some 20 … Continue reading

Posted in Resume Writing, Rockwills & Estate planning, Rockwills & Inheritance | Tagged , , , , , , , , , , , , , , | Leave a comment

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

Posted in Money matters, Rockwills & Estate planning, Rockwills & Inheritance | Tagged , , , , , , , , , , , , , , , | Leave a comment

Trustee for life insurance policies

I see that the Financial Services Act 2013 is starting to garnish comments from players in the financial services industry. This one below is from Rockwills Corporation, the leading company in estate planning. What Saw Leong Aun is stating in … Continue reading

Posted in Insurance, Money matters, Rockwills & Estate planning | Tagged , , , , , , , | Leave a comment

What every executor should know about his duties

The following is an advisory which I received quite some time ago from Rockwills Trustee Berhad. Just thought that it is best to share it around so that the general public, especially those individuals who are acting as executors and … Continue reading

Posted in Money matters, Rockwills & Estate planning, Rockwills & Inheritance | Tagged , , , , , , , , , , | Leave a comment

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

Willing away your shares with Bursa Malaysia

Recently, there was an opinion piece in The Star newspaper from a disgruntled person regarding Bursa Malaysia. Terming himself as an “Angry Senior Citizen”, he was questioning whether Bursa Malaysia had a rule which would prevent anyone from bequeathing his … Continue reading

Posted in Rockwills & Estate planning, Rockwills & Inheritance | Tagged , , , , , , , , , , | Leave a comment

Nina Wang’s forged will now a criminal case

Nina Wang ‘forged will’ case begins in Hong Kong Tony Chan, arriving in court with his wfe, is accused of forging Nina Wang’s will The criminal case against Tony Chan, the fengshui master accused of forging the will of Nina … Continue reading

Posted in NinaWang, Rockwills & Inheritance | Tagged , , , , , | Leave a comment

The Al-Awl doctrine

This is something meant for Islamic estate planning: the doctrine of Al-Awl, where the total sum of the fractional distribution of a Muslim deceased’s assets to the heirs, according to the Faraid, does not add up to one. The Doctrine … Continue reading

Posted in Rockwills & Estate planning, Rockwills & Inheritance | Tagged , , , , , | Leave a comment

Dying without a Will

Here’s a story from New Zealand about a parent’s agony to withdraw the money from their deceased son’s bank account. It was a long procedure culminating in them having to get a statutory declaration. Question: Do we need to go … Continue reading

Posted in Rockwills & Estate planning, Rockwills & Inheritance | Tagged , , , | Leave a comment