GTA Estate Planning

GTA Estate Planning OSSA is one of the leading Will and Trust Specialist in Malaysia. We are part of Rockwills Group of

We are specializing in comprehensive estate planning particularly in Will, Living Trust and Business Value Protection Trust. WHAT WE DO
Specialized in financial planning and risk management through financial products :
[For both personal and business entity]
- We help individuals and corporations to meet their short / long-term financial objectives
- We analyze their goals, risk tolerance, life or

corporate stages and identify a suitable class of proposal for them
- We partner with clients in a long-term trusted financial advisory relationship
- we build a holistic team of advisors providing tip top financial services
CORPORATE PHILOSOPHY
-People-oriented & equality to ensure our success together
-Consolidation of resources & upholding the value of sharing
-Risk management as core business in providing protection & security
CORPORATE VALUES
-To love, to care & to share
-To abide by leadership
-To promote dynamic self-development & active participation
-To serve & to care for the society
-To work together in one vision & one goal See Less

🏛 你可以同时拥有遗嘱和信托吗？ 🏛遗嘱是确保你的遗产按照你的意愿分配的重要工具，它为你的家人提供了清晰的指导。但你知道吗？遗产在处理过程中会被冻结，这意味着在解决税务、债务和葬礼费用之前，你的财产无法立即分配。🔐 信托则提供了一个更高效率...
11/10/2024

🏛 你可以同时拥有遗嘱和信托吗？ 🏛

遗嘱是确保你的遗产按照你的意愿分配的重要工具，它为你的家人提供了清晰的指导。但你知道吗？遗产在处理过程中会被冻结，这意味着在解决税务、债务和葬礼费用之前，你的财产无法立即分配。

🔐 信托则提供了一个更高效率的解决方案。它具有比遗嘱更高的法律效力，在信托里的资产不会冻结，并且可以根据你的想法和指令来进行短、中、长期的分配，直接让你指定的受益人受惠。

🤝 遗嘱和信托各有其独特的作用，它们并非只适用于富人。无论你的财务状况如何，有效的利用这两种工具能为你的家人提供万全的保护。

🌐 如果你对如何结合遗嘱和信托来规划你的遗产感兴趣，或者有任何疑问，随时欢迎联系我们。让我们一起确保你的遗产能够安全、迅速地到达你爱的人手中。

#遗产规划 #遗嘱与信托 #财务安全 #家庭保护 #资产分配 #法律效力 #税务规划 #债务管理

你知道遗嘱和信托的区别吗？💡虽然两者都可以帮助分配财产，但它们各自有不同的特点和优势！📜🔑 遗嘱：只能在离世后生效，可指定监护人、执行人，并分配所有遗产给受益人。但遗产会先被冻结，之后需要经过法庭的遗嘱认证，且遗嘱的内容会在受益人面前被公开...
24/09/2024

你知道遗嘱和信托的区别吗？💡虽然两者都可以帮助分配财产，但它们各自有不同的特点和优势！📜

🔑 遗嘱：只能在离世后生效，可指定监护人、执行人，并分配所有遗产给受益人。但遗产会先被冻结，之后需要经过法庭的遗嘱认证，且遗嘱的内容会在受益人面前被公开。

🔑 信托：可在生前或离世后生效，更灵活地控制资产的分配，且无需遗嘱认证，不会公开，确保资产安全和隐私。

看看我为大家整理的对比图表，了解更多关于遗嘱和信托的区别吧！不论选择哪一种，都要根据自身的情况和需求，制定出最适合的遗产计划！💫

#财富传承 #资产管理 #人生规划

Why Should Everyone Write a Will?I used to think wills were only necessary for wealthy people. But after learning more, ...
12/09/2024

Why Should Everyone Write a Will?

I used to think wills were only necessary for wealthy people. But after learning more, I realized that writing a will is essential for everyone. In fact, over 90% of people are eligible to write a will but haven't done so. Like me, some may be unsure of the process, which is why they delay taking action.

If you think there's an automatic process that transfers assets to your heirs, you're mistaken. Everything needs to go through legal procedures to transfer your assets to your heirs. Currently, there’s 90 billion worth of unclaimed inheritance. Why? Because some family members don’t know what assets the deceased had, and without a will, there’s no clear handover. On top of that, there’s no centralized system where we can check for all assets someone owns. By having a will, you can avoid this situation and ensure your assets are properly distributed.

Exploring the Benefits of Declaration Trusts: Why Choose this Path for Enhanced Financial Security? 🤔
29/12/2023

Exploring the Benefits of Declaration Trusts: Why Choose this Path for Enhanced Financial Security? 🤔

Exploring The Distribution Act 1958: 1997 Amendments for West Malaysia & Sarawak
22/12/2023

Exploring The Distribution Act 1958: 1997 Amendments for West Malaysia & Sarawak

Trusting Moments : Everyday snapshots of common trust in action 📃🖋️🔐
14/12/2023

Trusting Moments : Everyday snapshots of common trust in action 📃🖋️🔐

Ever wonder about the game-changing benefits of a living trust? 🤔
08/12/2023

Ever wonder about the game-changing benefits of a living trust? 🤔

Do you know how serious it is to have a will and without a will before you leave this world?
07/12/2023

Do you know how serious it is to have a will and without a will before you leave this world?

Do you know how serious it is if you leave this world with or without a will?🧐
24/11/2023

Do you know how serious it is if you leave this world with or without a will?🧐

Wonder how to ensure your furry friends are taken care of after your death? 💥A pet trust is a trust established to pay f...
08/03/2023

Wonder how to ensure your furry friends are taken care of after your death? 💥A pet trust is a trust established to pay for the care and housing of animals. Let’s take a look at how that works. ✨

Estate planning isn’t only for the rich. 💥Without a plan in place, settling your affairs after you go could have a long-...
27/02/2023

Estate planning isn’t only for the rich. 💥Without a plan in place, settling your affairs after you go could have a long-lasting—and costly—impact on your loved ones, especially the children. Whos going to take care of them❓ Do they know how to deal with large sum of money❓

#遗嘱

Address

11A-3, Jalan SS 26/4, Taman Mayang Jaya
Petaling Jaya
47301

Telephone

+60133190391

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