Case Studies Archives

Estate Planning for Different Stages in Life – Stage 2: The Sandwich Generation

Case Studies Funding & Debts Cancellation WillFebruary 12, 2024by Finex & CoEstate Planning for Different Stages in Life – Stage 2: The Sandwich Generation

Peter (45 years old): “My monthly income is between RM10-15k. The assets I currently own are bank accounts, 2 houses, cars, investments and EPF. I have liabilities of around RM1 mil (mortgages & car loans).” For individuals with financial commitments and dependents, prioritizing comprehensive protection is essential. In addition to addressing basic life insurance coverage...

Case Studies Funding & Debts Cancellation WillFebruary 5, 2024by Finex & CoEstate Planning for Different Stages in Life – Stage 1: Young & Free

Ivan (Below 30 years old): “My monthly income is between RM3-5k. The assets I currently own are bank accounts, a car and EPF. I have liabilities of less than RM100k (credit card debt, PTPTN & car loan).” Financial Protection Measures Medical Coverage: Obtain personal medical insurance coverage, estimated to be less than RM300 per...

Case Studies Guardianship Trust WillNovember 20, 2023by Finex & CoEffective Estate Planning Strategies for a Young Family

Mr Tan: “I have an outstanding mortgage loan of RM500k. I’m married with 2 children age 3 & 6 this year and my wife is not working. We don’t have any other loan. The assets that I currently own are bank accounts, shares investment, a joint-name property with my wife. Each of us have EPF...

Case StudiesSeptember 22, 2023by Finex & CoCan a non-Muslim wife inherit the deceased husband’s assets despite having an affair?

In Malaysia, the rules of intestacy (when someone dies without a will) generally do not consider a spouse’s fidelity or personal behavior as a factor in determining their right to inherit. Instead, inheritance laws often focus on factors like marital status, kinship, or the presence of a valid Will. It’s important to emphasize that this...

Case StudiesJune 9, 2023by Finex & CoMacau King of Gambling Stanley Ho’s Estate Dispute: What if it happened in Malaysia?

The “Macau King of Gambling Estate Dispute” is a high-profile case involving inheritance rights that has garnered significant attention in recent years. While the case originated in Macau, it has also sparked widespread controversy and interest in Malaysia due to its connection with Malaysian laws and assets. This article aims to analyze the occurrence and...

Case StudiesApril 17, 2023by Finex & CoThe murder of socialite Abby Choi and who are the beneficiaries to her estate?

The sensational murder of a Hong Kong socialite Abby Choi Tin-Fung (“Abby”) has made headlines across the world for the gruesome nature of the case. The motive for the murder was related to a financial dispute over a house Abby has bought to accommodate her former husband and his family members. We will be discussing...

Case StudiesMarch 9, 2023by Finex & CoCan illegitimate children inherit their father’s property? Recent changes to the Law!

The Federal Court in a recent landmark ruling Tan Kah Fatt and another v Tan Ying [2023] 1 LNS 63, reversing the decisions of both the High Court and Court of Appeal, held unanimously on 18 January 2023 that an illegitimate issue of a deceased parent is entitled to inherit from the deceased parent’s estate under...

Case StudiesSeptember 27, 2021by finex_@dminReport: Some RM90b worth of assets, mostly owned by Malays, unclaimed as of 2020

KUALA LUMPUR, Sept 11 — Between RM70 billion and RM90 billion in assets in the country have been frozen as of 2020, Utusan Malaysia reported today.

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Case Studies Funding & Debts Cancellation WillFebruary 12, 2024by Finex & CoEstate Planning for Different Stages in Life – Stage 2: The Sandwich Generation

Case Studies Funding & Debts Cancellation WillFebruary 5, 2024by Finex & CoEstate Planning for Different Stages in Life – Stage 1: Young & Free

Case Studies Guardianship Trust WillNovember 20, 2023by Finex & CoEffective Estate Planning Strategies for a Young Family

Case StudiesSeptember 22, 2023by Finex & CoCan a non-Muslim wife inherit the deceased husband’s assets despite having an affair?

Case StudiesJune 9, 2023by Finex & CoMacau King of Gambling Stanley Ho’s Estate Dispute: What if it happened in Malaysia?

Case StudiesApril 17, 2023by Finex & CoThe murder of socialite Abby Choi and who are the beneficiaries to her estate?

Case StudiesMarch 9, 2023by Finex & CoCan illegitimate children inherit their father’s property? Recent changes to the Law!

Case StudiesSeptember 27, 2021by finex_@dminReport: Some RM90b worth of assets, mostly owned by Malays, unclaimed as of 2020

April 23, 2024Can Foreigners write a Will in Malaysia?

April 8, 2024(Part 3) Business Succession Plans: Buy-Sell Arrangement In Will

April 1, 2024(Part 2) Business Succession Plans: Buy-Sell Agreements

March 18, 2024(Part 1) Business Succession Plan: Why Keyman Insurance Is Your Business's Secret Weapon!

March 11, 2024The Importance of Life Insurance for Breadwinners: Safeguarding Your Family's Future

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