Archive for the ‘Finance Planning’ Category

Learn from Michael Jackson’s Death and Finance Planning

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In the early hours of 25 June 2009, unconfirmed reports started trickling in that the King of Pop, Michael Jackson (“MJ”), has suffered a cardiac arrest and he did not survive the attack. The world was in disbelief and in shock and unfortunately the news was finally confirmed a few hours later. Over the next [...]



Finance Planning For Your Old Man

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Alex Pinol aged 68 is a widower with a son Donvin aged 30, and married with Gwen. Alex’s relationship with his daughter-in-law has not been a happy one. Both Donvin and Gwen are staying in Alex’s house since Donvin’s income is not enough to purchase a house of their own and Donvin is the sole [...]



Better Plan Before All Collapse

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I had a case where an elderly client came to me and expressed her worry that one of her children is a spendthrift and will finish his share of inheritance in no time once he is given his share of the properties. In actual fact she is the one who is still giving him money [...]