遗嘱规划与资产规划
ROCKWILLS WILL-WRITING SERVICE
ESTATE PLANNING
Specialized in Will-Writing Service, Family Trust and Business Success Planning
Professional team that serving more than 2,000 clients
Invited to speak on the area of Estate Planning to educate general public
Get a Will-Writing Quotation
马上Whatsapp获取更多的咨讯
DARREN LIEW CFP
Darren Liew CFP is Wealth & Financial Speaker , Author & Advisor that specialize in the area of Inheritance and Transfer of Wealth.
With over 18 years of experience in Personal Financial Consulting , Darren Liew CFP specialised in Will-Writing Services, Trust Consulting, and Family Trust for young parents and Business Success Planning for Small & Medium Enterprise. He leads a team of young professionals that provides personalized and customized consulting for more than 2,000 clients. Darren provides his service to numerous client from different backgrounds such as Business owners, accountants, Engineer, Fresh graduates and Expatriate living in Malaysia. He holds a Bachelor Degree in Accounting from University of Malaya and CFP from Financial Planning Association of Malaysia (FPAM), also a Senior Professional Estate Planner with Rockwills Corporation Sdn Bhd.
Darren Liew CFP has been Invited to speak on various events to provide latest will-writing service and financial knowledge to the general public
拥有超过15年理财与团队管理经验, 同时为超过2000位客户提供个性化定制的财物管理和遗嘱服务, Darren Liew 马大会计系(荣誉)学士学位,大马财务规划特许认证. 过后毅然投入财务管理规划服务,专注于防守式财务规划领域如立遗嘱服务,保险信托,和现金流管理.
Will-Writing Service and Estate Planning
立遗嘱服务和房地产继承规划
Exercise your power to ensure your assets & properties transfer to your loved one!
运用您的权力,设立遗嘱与信托来决定您的产业继承人!
Retain
Property Ownership
继续保留产业拥有权
Avoid
Complicated Procedures
避免繁琐的转名手续
Reduce
in Stamp Duty & Expenses
无需支付庞大的印花税
Avoid
Family Dispute
减少家庭成员之间的纠纷
财富分配"潜规则":7堂遗嘱规划线上课程
Unspoken Rule in Wealth Transfer: 7 Lessons of Will Planning
第一堂课:
第二堂课:
第三堂课:
第四堂课 :
第五堂课:
第六堂课:
第七堂课:
课程预告 (Course Preview)
Speaking on Will-Writing and Financial Knowledge
Darren Liew CFP has been Invited to speak on various events to provide latest will-writing service and financial knowledge to the general public.
Types of Services We Provide
We are dedicated to provide comprehensive planning and the estate administration for individual and families
Will-Writing Service
立遗嘱服务
Private Trust
私人信托
Property Trust
房地产信托
Cash Trust
现金信托
Insurance Turst
保险信托
I have known Darren since 2005. Having my trust in him and his advices, I have invested to be insured under him. He understands my needs and provides suitable options. Darren's continuous good service was proven as he cared for me when I was once hospitalized. Over the years, I had even extended several of my policies with him and even included will-writing. I had included coverage for my family too. I will recommend Darren to my family, my friends, to you and to anyone in need of his services.
Chua Boon Aik
Senior EngineerDarren is professional, courteous, helpful in ensuring everything was understood. He answered all our question clearly and promptly. With his experience and familiarity in insurance product, he able to give a better advice compared to other will writer. Keep it up!!!
Teh Ju Eim
BankerDarren is a very trustworthy and reliable agent. He able to listen and empathize with clients on a deeper level in order to discern what they really want and need. His good knowledge in insurance product enabled him to offer comprehensive advice and services in will writing.
Teh Teong Joo
Owner of Property Developer FirmWriting a will is not something one would look forward to do but if you have a responsive, knowledgeable, courteous professional like Darren, everything went smoothly. I must say he is also friendly and quickly understood what i needed to add or not. I would fully recommend him to anyone who wishes to write up a will. Keep up the good work, Darren 👍
Alfred Cheah
Real Estate NegotiatiorHe is a great advisor which has been serving me for more than 15 years. Writing a will and insurance planing are important for family.
Lim Mei Ling
Tax Manager8 REASONS YOU MAY NEED TO UPDATE OR REWRITE WILL
Your Will may be the most important document you’ll ever write. Problem is, after many of us draft one, we put it somewhere for safekeeping and don’t look at it again. When certain life events occurred, It is important to review or update your Will to ensure that it is still consistent with your wishes.
Here are eight life events to review or update our Will.
Marriage
婚姻
Travelling
旅行
New Born
新生儿
Before Surgery
手术前
Relationship Breakdown
关系破裂
Charitable Donation
慈善捐款
Acquire New
Asset
收购新资产
Before
Travelling
旅行前
A LITTLE BIT MORE ABOUT DARREN LIEW CFP
YOUR MOST TRUSTED
WEALTH MANAGEMENT ADVISOR
With decisions could be difficult sometime, if you are tired in spending time to figure it out, why not spend a few minutes discuss with us?
Afterall, Darren Liew CFP is a professional team when it comes to will-writing service . Contact us for Will-Writing Service!
Archievement Award
• Namlifa Akard Gold Award • Million Dollar Agency Award • Leadership Entrepreneurship Distinction Award • Nationwide Top 10 Agency • Professional Speaker in the area of Legacy and Estate Planning
APPROACH US FOR WILL-WRITING SERVICE!
We are located in Cheras / KL area, Let’s have a break and let us understand your need,
Get a FREE WILL-WRITING CONSULTATION ADVISE today!
Contact Details
- No 3-6 Retail Office Menara Mutiara Central 56000 Kuala Lumpur
- +6012 286 9270
- darrenliewcfp@gmail.com
FAQ
What is a Will? Why do I need one?
A Will is a legal document that specifies how assets are to be distributed after the lifetime. Having a Will is essential to ensure your assets are distributed according to your wishes and to reduce the possibility of family disputes.
What happens if a person die without a Will?
If a person without a will, the law will determine how your assets are distributed, which may not be in line with your wishes. This process can also be time-consuming and stressful for your loved ones.
What happens after you complete your Will?
Once your will is finalized, we will keep an electronic copy for you in safekeeping. We recommend that you tell your chosen Executor (the person responsible for carrying out your wishes) where your will is stored and give them a copy.
What if I don't know who to choose as Executor?
Choose someone who is trustworthy and reliable, who can handle legal and financial matters. Consider choosing someone who is close to you but also practical.
What is the difference between a Will and Trust,?
- Will: specifies who will inherit the assets after lifetime.
- Trust: A special account you create. You transfer ownership of your assets to a trustee, who manages them for your beneficiaries.
Is writing a will enough? Do I also need to set up a Trust?
A Will is necessary, but Trusts and asset profiles provide additional asset protection and distribution control, especially for complex estate planning needs. We can help you determine whether a Trust is needed.
What is the difference between an Executor and a Guardian?
An Executor is responsible for managing your assets after your death. A Guardian is responsible for taking care of your minor children or people who are unable to take care of themselves.
常见问题解答
什么是遗嘱 (Will)? 为什么我需要一份遗嘱 (Will)?
遗嘱是一份合法文件, 用于规定您去世后资产的分配方式。制定遗嘱至关重要,可以确保您的资产按照您的意愿分配,减少家庭纠纷的可能性。
如果我去世没有留下遗嘱会怎样?
如果您去世时没有遗嘱, 法律将决定您的资产分配方式, 这可能与您的意愿不符。这个过程也可能耗时耗力, 给您的亲人带来麻烦。
完成遗嘱后会发生什么?
您的遗嘱最终定稿后,我们将为您安全保管一份电子副本。我们建议您告知您选定的执行人(Executor)遗嘱的存放位置,并提供他们一份副本。
如果我不知道选择谁作为执行人 (Executor)?
选择一个值得信赖和可靠的人,能够处理法律和财务事宜。考虑选择一个亲近但也很实际的人。如果您有任何疑虑,欢迎随时与我们咨询。
遗嘱(Will )、信托(Trust)有什么区别?
- 信托 (Trust) : 您创建的特殊账户。您将资产所有权转移给受托人,由他们为受益人管理。
- 资产配置: 将资产注入信托的过程。
只写遗嘱就够了吗? 我还需要设立信托(Trust)吗?
遗嘱是必需的,但信托(Trust)能提供额外的资产保护和分配控制,特别是对于复杂的遗产规划需求。我们可以帮您确定是否需要信托(Trust)。
执行人(Executor)和监护人 (Guardian)有什么区别?
执行人(Executor)负责管理您去世后的资产。监护人(Guardian)负责照顾您未成年的子女或无法自理的人。