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Independent and Licensed Financial Adviser by Bank Negara & Security Commission

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  1. 1. Estate planning is NOT about Death but your WEALTH Presented by Vivienn A.D. Financial Sdn Bhd
  2. 2. Independent and Licensed Financial Adviser by Bank Negara & Security Commission
  3. 3. Licensees Bank Negara Website
  4. 5. WHY?
  5. 6. How is distribution without a Will? JLA 26.9.05 Shares (includes descendants) When parents pass away intestate, goes to brothers and sisters
  6. 7. JLA 26.9.05 Imagine 15 co-owners sharing assets and staying in your house!
  7. 8. It is for everybody
  8. 9. Purpose of a Will <ul><li>Appoint your executor </li></ul><ul><li>Decide your distribution </li></ul><ul><li>Appoint your guardian </li></ul>
  9. 10. Family Feuds!!!
  10. 11. Why me? <ul><li>Financial Adviser </li></ul><ul><li>Licensed by BNM & SC </li></ul><ul><li>Independent </li></ul><ul><li>Experience </li></ul>
  11. 12. TRUST as an option?
  12. 13. The foreign experience… Imagine if ALL PROCEEDS are Paid in their name … CAN THEY MANAGE?
  13. 14. Gross Estate $ 10,165,434.00 Debts $ 3,878,539.00 Administrative, Legal & Executor Fees $ 1,961,128.00 Tax Liabilities $ 3,339,520.00 ----------------- Balance to Heirs $ 986, 247.00 ----------------- ELVIS PRESLEY THE EFFECT OF NO PROPER PLANNING The foreign experience… Business Creditors Final Expenses Income Tax Liabilities More than 90% shrinkage
  14. 16. A Will that cannot be found is as good as NOT HAVING A WILL! JLA 26.9.05 Custody Centre Let us safeguard the Will for you
  15. 17. <ul><li>Married couple with children </li></ul><ul><ul><li>ASK! </li></ul></ul><ul><ul><li>Do you have a will written? </li></ul></ul><ul><ul><li>Naming a guardian </li></ul></ul><ul><ul><li>Hot referrals: </li></ul></ul><ul><ul><li>Frequent traveler or senior citizen with many children </li></ul></ul><ul><ul><li>Key words / situations: </li></ul></ul><ul><ul><li>Death of a person; Insurance; Bought/own a house; </li></ul></ul>Help your LOVED ones!
  16. 18. <ul><li>2. Business Owners with partners </li></ul><ul><ul><li>ASK! </li></ul></ul><ul><ul><li>Have you heard of a CORPORATE WILL for your business? </li></ul></ul>Help your LOVED ones!
  17. 19. <ul><li>Vivienn Y T Loke </li></ul><ul><li>Mobile: 012-4213431 </li></ul><ul><li>Email: vivienn@adfinancial.com.my </li></ul><ul><li>A.D. Financial Sdn Bhd </li></ul>Contact details:
  18. 20. Questions & Answers

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