Introduction

 

user picLee Khee Chuan is a Bank Negara & Securities Commission-licensed financial adviser representative (CMSRL/B1602/2011 under Section 59 of Capital Markets and Services Act 2007) and Practice Manager of Standard Financial Planner Sdn Bhd (SFP). He is also the principal consultant of LKC Integrated Estate Planning & Advisory, who specializes in comprehensive will writing, trust planning, estate and business consultations for high net worth individuals, corporate managers and business owners.

Professionally, Lee is a Certified Financial Planner ( CFP™), Chartered Financial Consultant ( ChFC ) and Chartered Life Underwriter ( CLU ). He is also a Fellow, Life Management Institute ( USA ). Apart from practicing Estate Planning, he is also a lecturer in CFP™ certification program in Malaysia.

Lee’s estate planning articles have been published regularly in Smart Investor magazine. He is also often interviewed by Personal Money magazine. He also writes in a financial planning column in The Borneo Post.


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Why is LKC Will & Integrated Estate Planning™ Different?

 

One of Life’s Greatest Regret - failing to plan for one’s estate
Posted on 31 December 2010 with 8 times view
It is now confirmed that failing to handle and plan for one’s estate is one of the greatest life’s regrets as revealed in a recent book written by a palliative doctor in Japan, Dr. Otsu Shuichi. As a palliative doctor, Dr. Shuichi helps to reduce the severity of disease symptoms suffered by terminally ill patients. So far he had accompanied more than a thousand patients in their last part of life’s journey. As his patients confided with him about their sufferings, very often the patients mentioned about their life’s regrets at their hospital beds. [more]
Responsibilities & Liabilities of Personal Representative of your Estate:
Posted on 6 January 2010 with 39 times view
When a person passes on in this material world, all of his or her assets under the personal name will fall into his or her estate. The issue now is who will represent his or her estate, since the deceased is no longer around to sign all the legal documents; withdraw the money from banks to pay household bills and to give instructions to manage his or her financial affairs. The person who is appointed to represent the estate of a deceased is call a ‘personal representative’. When a person dies intestate ( without leaving a valid will ), [more]