Family Legacy Planning

Family legacy planning is all about coming to terms with certain financial goals and regarding how one’s assets should be utilized for maximum benefit for your loved ones. In other words, family legacy means the accomplishments, beliefs, actions and guidance you demonstrate in your lives – that bring forward to future generations in a fashion which allow those family members to adopt and adapt them to make their lives meaningful and fruitful.

Pet Trust Services

The best companion of your daily routine in life may refers to their pets. It can be a dog, it can be cat. When one day I will not be around their pet anymore, who is going to take good care of them. Yes, Pet Trust Services can provide benefits to your pets if you want to, there are few
features that designed to it:

  • Appointing a pet guardian to look after your pet when you no longer can do so;
  • Appointing a protector to make decisions for the care of your pet;
  • You may allocate funds to pay regular allowance to the pet guardian and protector;
  • You may choose the variety of instructions that are available for the Pet Guardian to carry out;
  • Rockwills Trustee Berhad as the trustee will ensure that the funds in the Pet Trust are used as you have instructed; 
  • You may amend and review the Pet Trust whenever you want to;
  • Part of your life insurance, unit trust investments and monies in your bank accounts could be covered in the Pet Trust to be used for your pet.

Trustee Service

 

1. Business Value Protection Trust

A well-oraganized plan needed to protect the value of the business and provide cash for the family in the event that is major disruption or reduction in business. (https://www.rockwills.com/service/business-value-protection-trust/)

 

2. UDeclare

A declaration plan of trust that is simple yet flexible and powerful in providing stable financial to your loved ones and family. Most impostantly, you need not rush to transfer any assets until any of the following unexpected events occurs (which determined by you)

  • Death
  • Total Permanent Disability (TPD)
  • Critical Illness
  • Mental Disability
  • Resignation as trustee
  • Disappearance for a period of time
    (https://www.rockwills.com/service/udeclare/)

 

3. UPrepare

UPrepare is functioned as an offer from an Estate Administration Services Package to reduce the costs of estate administration in future. By having our partners, Rockwills as your executor, you will enjoy the unique features while your family members are
relieved from all the above inconvenience. (https://www.rockwills.com/service/uprepare/)

 

4. UProtect

Elderly will protect the younger generations, parents will protect their children, that is all about love and is a natural instinct. We provide and give the best to our loved ones. even when we are not around them. Insurance Trust helps in protect your assets and to  pass wealth to your heirs effectively and efficiently
(https://www.rockwills.com/service/uprotect/)

Complete Solutions

Family Office and Advisory

Not sure if you need any enquiries that your situations and scenarios probably applies to you. Kindly check it out the link to have more details and informations
(https://www.rockwills.com/service/comprehensive-advisory-services/)

Islamic Estate Planning

A human being’s feet will not depart from before his Lord, on the Day of Resurrection, until he is questioned about five things:
1. His lifetime – how did he consume it?
2. His youth and body – how did he utilize it?
3. His wealth – how did he earn it?
4. And how did he spend it?
5. And what did he do in regard to what he knew?
Recorded by At-Tirmithi

Bereavement Care

Planning a funeral ahead is not about death. However, it is about reaching one’s final destination with dignity and respect. A good estate planning needed as the emotional turmoil will burden them to make decisions. (https://www.rockwills.com/service/bereavement-care/)

Offshore Estate Planning

If you have any assets or property at the other country, we seriously consider you to set up estate planning instruments to deal with those assets and properties. This is because different country contains different inheritance law compare to our country. It will caused many trouble without proper and well-constructed planning. (https://www.rockwills.com/service/offshore-estate-planning/)

Kristy Lau Agency