ROCKWILLS ESTATE PLANNING FORUM FOR A GROUP OF INDONESIAN DELEGETES (17.5.2017)

On 17/5/2017, there was a Rockwills Estate Planning Forum held at Pearl International Hotel, Jalan Klang Lama, 58200, Kuala Lumpur. A group of Indonesian Financial Planners and Insurance Agents attended the forum. I was one of the speakers for the forum. The title of my sharing is “My Rockwills Business – 16 Years”.  I shared in depth how I first started my business and later built up a group.  My marketing tools, How I trained…

"ROCKWILLS ESTATE PLANNING FORUM FOR A GROUP OF INDONESIAN DELEGETES (17.5.2017)"

Protecting Assets with UDeclare for foreigners in Malaysia

How important is it to protect your assets? For most people, it is extremely important. Especially for those who have dependants and a large amount of assets. When you have assets worth a lot of money, it is important to have a will to make sure your assets do not end up in the wrong hands, or that it does not hang in limbo as your family battles it out in court on who gets…

"Protecting Assets with UDeclare for foreigners in Malaysia"

Can I do Charity in my Will?

Nowadays, due to the busy life style we are in, many of my clients have asked me if he/she can mention donations to certain Charities in their Wills. I said ‘Yes’ and they can do donations in several ways:- The testator may mention a specific or lump sum amount to be donated to a certain named Charity. ‘I donate RM10, 000.00 to Chi Tzu Merit Society Malaysia’. In this situation, the donation is for once…

"Can I do Charity in my Will?"