Jerry Kam WMC - Estate & Financial Planning

What is Amanah Liawm Mumtir?

Amanah Liawm Mumtir Raya (ALMR) is Shariah Compliant cash trust product that can be opened by any individual or corporate body.

ALMR is provided so that you can allocate fast trust fund to your loved ones after triggering event happen.

Why?

1. A trust fund will not be frozen where heirs do not need to go through the probate process to claim the trust fund.

2. The trust fund will be paid within 7-14 working days after a claim is made.

3. The trust fund cannot be claimed by any other heirs besides the designated beneficiary.

4. The beneficiary can continue living as usual using the trust fund.

5. The trust fund can be used to cover estate administration process.

THE HOLISTIC WEALTH HIERARCHY: Wealth Redefined.

The Holistic Wealth Hierarchy, a cornerstone of Holistic Wealth Group's philosophy, guides individuals through the stages of financial success, from establishing a robust foundation to legacy crafting. With HWG, navigate prudently, unlocking personal financial success and leaving a lasting legacy. Whether managing, protecting, accumulating, enhancing, or distributing wealth, our holistic approach ensures a purposeful financial journey for you.

Happy Mid Autumn Festival to all
🎊☀️🥮🌕🌞🎉🥮🌕
Jerry Khb

㊗️大家中秋快乐！

也至我们所有敬爱，尊敬和忠诚的客户们：

向您道一声感谢，感谢您一路以来的信任陪伴，月虽有阴晴圆缺，但我们的服务永不停歇，祝您好事圆圆🌕🥮

㊗️中秋节快乐！

#中秋节

Amanah Raya Holds More Than RM500 Million In Unclaimed Money

Some of the longest-standing cases we have encountered date back 20 to 30 years

Jerry Khb

More Than RM500 Million Unclaimed Money Sits In Amanah Raya Amanah Raya has revealed that they hold more than RM500 million in pending funds, waiting for people to claim it.

RM78bil unclaimed
Jerry Khb

This article proves legacy planners’ roles are
more important than what public perceived.

Thanks theSun Media Corporation for covering MWTA!

Please read the article here:

https://www.thesundaily.my/local/rm78b-in-unclaimed-inheritance-JE11511976

Why YOU need Trust on your estate planning
Jerry Khb

When a 𝑇𝑅𝑈𝑆𝑇𝐸𝐸 become your trustee but not custodian

【Know More About WILL】What happened if my Will does not have a clause in residuary estate?

If your Will does not have a clause in residuary estate in Malaysia, then any assets that are not specifically mentioned or disposed of in your Will would be subject to the rules of intestacy. This means that the distribution of your remaining assets would be determined by the Distribution Act 1958 (Act 300) under Malaysian law.

Don't Let Probate Drain Your Estate - Protect Your Privacy and Your Loved Ones.

*PROBATE: AN OVERVIEW*
Probate is the legal process that wraps up a person's affairs after their death. During probate, a person's property is identified, cataloged, and appraised. Any outstanding debts and taxes are paid. But probate can be a complex process filled with very specific legal requirements, which can be costly, time-consuming, and lack privacy.

*POTENTIAL CHALLENGES*
Probate can take anywhere from a few months to more than a year. If there is a will, and one or more of the heirs chooses to contest the document, the process can take a lot longer. Probate can also be expensive, and if the probate process is challenged, legal costs will likely rise too.

*AVOIDING OR MANAGING PROBATE*
Those who have privacy concerns or want to avoid the costs and complexity of probate may want to take steps to manage the probate process or avoid it altogether. This can be done by creating a trust, which allows assets to pass directly to beneficiaries outside of probate, or gifting assets before death.

*PROTECT YOUR PRIVACY AND YOUR LOVED ONES*
One important thing to note is that not all assets go through probate, so not everything is a matter of public record. However, anything that does go through probate becomes a public record, so there is no privacy. Anyone can find out exactly what was left behind and how much each of the heirs received.

Protect your privacy and your loved ones by avoiding probate or managing the process carefully.

WMC Jerry Khb
Financial & Estate planner

Protect your family & safeguard your legacy by starting your Estate Plan promptly.

A Will-Based Estate Plan includes, among others, documents to name guardians for your children, catalogs your assets, and outlines what should happen in a medical emergency.

Prioritizing your Estate Planning is the best way to ensure that your wishes are executed correctly, as failure to prepare typically leaves decisions about your estate in the hands of the court and may also cause family strife.

A Will is more than just a map of where your assets should go—it offers a way to reduce strife and potential taxes for your descendants. Looking at your situation now and choosing the right Will can help smoothen the way for your loved ones.

Do not solely depend on EPF, build your own retirement fund as a backup plan for future

Do PM me, we hav other tools that able to help 🔆
Jerry Khb

EPF's 9M investment income falls 18% to RM39.31b The Employees Provident Fund's (EPF) total gross investment income for the nine months ended Sept 30, 2022 (9M2022) fell 18% year-on-year or RM8.71 billion to RM39.31 billion.

An estate plan is not something you put together and then never touch again. Your estate plan can and should be molded to fit your changing needs throughout your life.

Here are a few major life events that should cause you to re-evaluate your estate plan to make any necessary changes:

Contact me to understand more💡

Will-writing RM399 only + Discount voucher during roadshow

Don’t miss out the chance!!!

📆 : 20 October ~ 23 October 2022
⏰ : 10am ~ 10pm
📍 : LG Queensbay Mall

Write your own before too late!

It is never too “Early” to have your own will!

We are available to guide you and ready to serve you to write a complete will with just only RM399 and extra RM50 voucher if you visit us during 20.10.22 ~ 23.10.22 at Queensbay Mall

Don’t miss out the chance!!!

📆 : 20 October ~ 23 October 2022
⏰ : 10am ~ 10pm
📍 : LG Queensbay Mall

How Safe Is Crypto As An Investment?

How Safe Is Crypto As An Investment? Cut through the hype and understand the technology behind cryptocurrency to find out how it can be a safe addition to your investment portfolio.

Understanding between MRTA vs MLTA💡

Reason to start a Trust 💡

For more information about TRUST
Contact WMC Jerry Khb Advisor

Function of Living trust💡💡💡

Living trust in estate planning | UBB Amanah Berhad - Cash Trust-Wills-Family Trust-Property Trust-Malaysia Living trust in estate planning by Jeeventh | Dec 21, 2021 | News | 0 comments A living trust has its own benefits over a will. A will becomes a public document upon a person’s death as probate is granted. A living trust works best if you have a lot of assets in many places, have a family business...

Congratulations to WMC Dec Achievers
“Believing in yourself is the first secret to success”
Jerry Khb