Many parents intend for their life insurance proceeds to be used fortheir children’s maintenance, education, medical expenses andgeneral welfare after their passing. For this reason, they may set up atestamentary trust in their Will so that the Trustee can manage thefunds until the child reaches a suitable age.However, one important issue is often overlooked: the...
With increasing uncertainty in today’s world, many Malaysians are beginning to realise the importance of having a plan that secures their family’s future and protects what they’ve worked so hard to build. That’s why estate planning ensures your wealth, property, and responsibilities are managed as you intend when you’re no longer around. Finex & Co...
Many families and business owners spend years building assets, yet the real challenge often begins when those assets need to be passed on. Delays, unclear instructions, family disagreements, and outdated planning can make things harder for the people left behind. Knowing how to set up a trust in Malaysia helps you put a proper structure...
As parents, we naturally want to protect our children. Most of us assume that if anything happens to us, our children will simply be taken care of by close family members. But in Malaysia, the reality is not always that simple. Without clear instructions, serious disagreements can happen within the family, and sometimes the matter...
Estate planning is often overlooked until it’s too late, leaving families to face difficult decisions in times of grief. Many families mistakenly assume that their assets will be easily managed after their passing, but without a proper plan, the reality can be far more complex. This article delves into the most common estate planning issues...
Handling estate matters after the passing of a loved one can be an overwhelming experience, especially when you’re tasked with carrying out their final wishes. Even when a will exists, many families and executors feel unsure about the next steps. Finex & Co understands these challenges and are here to provide the support you need...
Many people think writing a Will is something that can be done later in life. It is common to hear statements like: “I will do it when I am older.” “I will write one when I get sick.” “There is still plenty of time.” Because of this mindset, some people only start thinking about writing...
In Malaysia, when a person dies without leaving a will, the distribution of their estate is governed by the Distribution Act 1958. The Act determines who is entitled to inherit the estate and the proportion each beneficiary should receive. However, the law only determines the entitlement. It does not always resolve practical issues that arise...
Q1: Should I transfer my property to my children now, or write a will instead? Many parents think transferring property during their lifetime is cheaper because they want to avoid future costs. But cost should not be the main priority — your real intention and long-term needs matter more. Children’s perspective: Early transfer may affect...
Many people believe that once a Will is written, everything will automatically be distributed according to that document. But is that really true? If you have a Will, an insurance policy, and savings in Employees Provident Fund (EPF), the distribution does not follow one single channel. In fact, the law treats each of these differently....
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