Leave a Mess? Or a Legacy?

🌪 Leave a Mess? 🌈 Or a Legacy. 

⭐️ Over the years in Malaysia, it has been reported that billions of cash and non-cash assets are UNCLAIMED. And the amount is increasing every year…

⭐️ The awareness on estate planning has been improving over the years, but still there are many who have not done any estate planning yet. It is commonly thought that this can be wait…

⭐️ Many sad stories where families without a WILL are forced to go through a long and tedious process of unlocking the deceased assets which is crucial for immediate funding needed, because all of these assets are immediately frozen upon death…

🌈 Proper “Estate Planning” is important to avoid disputes and at the same time to plan for the family’s future, especially when there are minor children involved.

🌈 Leaving a “Happy Legacy” without regrets that you should have done it early and properly for your family.

🌈 Create a “Valued Legacy” to avoid your heirs becoming a spendthrift. Get your legacy sustained longer and to be utilized in the right way, right purpose as you wished.

Thus, Do leave a LEGACY but not a MESS for your family~

Let’s connect 🤝 and share your story together, all of us are unique! 

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Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs.

Published By:

Bette Ooi

Registered Financial Planner since 2018. Passionate in Financial Planning:

– To Ensure You Secured Your Retirement Funds.

– To Preserve and Enhance Your Wealth with Risk Management.

– To Protect Your Wealth, Ensure Your Money Is Always Safely and Stayed With You And Family. 

My Principal is providing a “PASS” in your financial journey | Persistency, Accountability, Sincerity, Sustainability. 

 

 

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