The Important Relationship Between Estate Planners and Financial Advisors
I am a Estates Planner and Financial Advisor. Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life, in the event the person becomes incapacitated and after death. The planning includes the bequest of assets to heirs and may include minimizing gift, estate, generation skipping transfer, and taxes.I work with a team of financial professionals, and represent my clients’ best interest. Those facing any insurance issue, haven't writing a Will, welcome contact me ~ Ken
我是遗产规划师兼财务顾问。“遗产规划”是在一个人离开这个世上前,根据他的意愿事先进行安排以便该人在其丧失工作能力时刻并在死亡后得以进行管理和处置该人留下财产的过程。该计划包括将资产遗赠给心意的继承人,并且在最大程度上减低在《赠与,遗产,转移和税收》中不必要的金钱和时间上的损失。我身边拥有专业的理财团队为我的客户们争取最大及符合他们需求的方案。对于自身已购买保险的任何疑问,或还未立遗嘱人士,欢迎联络咨询我 ~ KEN
KEN TAN is highly committed to his profession, his community and his faith. He has an outstanding work ethic and his moral standards are of the highest caliber. I would recommend KEN TAN to anyone without hesitation or reservation. He is able to offer objective view on the importance of different insurance plans, as well as the most cost effective ways to achieve adequate coverage.
~ Elaine Chua
Account
我的亲妹妹在去年12月因为感染covid-19不幸过世。妹妹单身并留下2间未偿还银行贷款的房子(一间双层排楼及一间公寓)和一辆入手不久的新车。妹妹没有立下遗嘱。所以我们一时也不知道该如何处理这些遗产。通过朋友介绍认识了KEN TAN 及时给予我们建议和处理,
感谢KEN TAN 他的耐心和详细的解释让我们知道在马来西亚,如果生前没有立下遗嘱会经过怎样的遗产处理程序,并且在生前立下遗嘱的重要性。
感谢KEN TAN。
KEN TAN is highly committed to his profession, his community and his faith. He has an outstanding work ethic and his moral standards are of the highest caliber. I would recommend KEN TAN to anyone without hesitation or reservation. He is able to offer objective view on the importance of different insurance plans, as well as the most cost effective ways to achieve adequate coverage.
~ Elaine Chua
Account
我的亲妹妹在去年12月因为感染covid-19不幸过世。妹妹单身并留下2间未偿还银行贷款的房子(一间双层排楼及一间公寓)和一辆入手不久的新车。妹妹没有立下遗嘱。所以我们一时也不知道该如何处理这些遗产。通过朋友介绍认识了 KEN TAN 及时给予我们建议和处理,感谢 KEN TAN 他的耐心和详细的解释让我们知道在马来西亚,如果生前没有立下遗嘱会经过怎样的遗产处理程序,并且在生前立下遗嘱的重要性。感谢KEN TAN。
~ 安东尼
汽车技术员
Welcome to my Website!
I am a Estates Planner and Financial Advisor. Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life, in the event the person becomes incapacitated and after death. The planning includes the bequest of assets to heirs and may include minimizing gift, estate, generation skipping transfer, and taxes.I work with a team of financial professionals, and represent my clients’ best interest.Those facing any insurance issue, haven't writing a Will, welcome contact me ~ Ken
我是遗产规划师兼财务顾问。“遗产规划”是在一个人离开这个世上前,根据他的意愿事先进行安排以便该人在其丧失工作能力时刻并在死亡后得以进行管理和处置该人留下财产的过程。该计划包括将资产遗赠给心意的继承人,并且在最大程度上减低在《赠与,遗产,转移和税收》中不必要的金钱和时间上的损失。我身边拥有专业的理财团队为我的客户们争取最大及符合他们需求的方案。对于自身已购买保险的任何疑问,或还未立遗嘱人士,欢迎联络咨询我 ~ KEN