LKC Will-Writers and Estate Planners
Block P3, 2nd Floor, Unit 4C,
Chonglin Park, Jalan Tabuan,
Credentials : CFP CERT CM, Chartered Financial Consultant, ( ChFC ), Chartered Life Underwriter, ( CLU ), Fellow, Life Management Institute, ( FLMI ), B.A. (S’pore)
Lee Khee Chuan is the principal consultant of LKC Will-Writers & Estate Planners. He specializes in integrated will writing, trust planning, business estate planning for high net worth individuals, corporate executives and business owners.
Before joining the financial planning industry, Lee graduated in 1992 with a double major in political science and psychology from National University of Singapore (NUS). In 1995 he joined a multinational financial services company as a company trainer for Sarawak and Sabah. He obtained his Fellow, Life Management Institute (FLMI) designation from Life Office Management Association (LOMA), USA in 1997.
Professionally, Lee is a CERTIFIED FINANCIAL PLANNER CM professional, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). Apart from practicing Integrated Estate Planning, he lectures in CFP CERT TM certification program organized by FPAM.
Lee is known for his regular contribution of integrated estate planning articles in Smart Investor magazine and is regularly interviewed by Personal Money. He has appeared in RTM radio talk shows to promote the importance of will and integrated estate planning. He also writes a weekly column in The Borneo Post, having written more than 130 weekly estate planning articles.
Lee is the first financial advisor who advocates the INTEGRATED approach to estate planning. Your Will, testamentary trust, living trust, life insurance nomination, EPF nomination and business ownership must be coordinated and integrated into a coherent estate plan so that everything will fall into place in the event of premature death. It is even more critical to plan comprehensively in the unfortunate event of double tragedies ( where both parents perish together ) leaving both estates frozen while the children who are left behind are in need of immediate cash flow.
Lee is also the pioneer who advocates 3P objectives of integrated estate planning as we all want to PROVIDE the best for our family, both when we are around and when we are not. We want to safeguard the interest and future of our loved ones. We want to protect the fruits of our labor against the claims of creditors so that the maximum can be PRESERVED. The wealth can then be PERPETUATED to the intended beneficiaries and our favorite charities in the most appropriate manner.
Lee welcomes your enquiries to see how LKC’s unique 3P estate planning advisory can help you to provide for your loved ones as well as to preserve and perpetuate your assets.
For more information, please visit: www.lkcestateplanning.com
- Integrated estate planning
- Comprehensive will and trust planning
- Extract & preserve the value of the business interest/shareholdings
- Financial Need Analysis™
- Islamic estate planning