The Rockwills Christian Guide to Wills, Living Trusts and Estate Planning is the Singapore and Malaysian edition of the book originally titled The Christian Guide to Wills, Living Trusts and Estate Planning by Mark L. James and Lynne Marie Kohm that was published in the U.S. in 2007. The Rockwills edition is the result of collaborative efforts to reach out to the Christian community in Singapore and Malaysia, customized to factor in local laws and requirements.
How to Plan Your Estate for an Eternity of Benefits
A Comprehensive Guide to Estate and Charitable Planning and How to Incorporate the Christian Worldview
There are three aspects of the Christian worldview that distinguish Christian estate
planning from secular estate planning. Our objective is to help you understand why
Christian estate planning is unique and to help you accomplish all God has for you in that process. This book discusses these three features and how they make Christian estate planning unique along with a comprehensive overview of the estate and charitable planning process.
1. God Owns All of Our Worldly Possessions Regardless of How We Acquired Them!
2. We’re Leaving Our Worldly Possessions Behind When We’re Gone
3. Christian are Givers
Overview of Chapters
Step 1: Understand Why Christian Estate Planning Is Unique: An Introduction
Step 2: Find an Estate Planning Professional
Step 3: Understand the Estate Planning Fundamentals
Step 4: Control the Distribution of Your Assets After Death
Step 5: Consider Using a Living Trust
Step 6: Mental Incapacity and Disability Issues During Lifetime
Step 7: Include Your Retirement Plan in Your Estate Plan
Step 8: Dealing with Taxes, Liabilities, Lifetime Gifts and Insurance Planning
Step 9: Change the World with Charitable Estate Planning
About the Authors:
Chiwi Lee, Barrister-at-law, TEP.
Mr Lee Chiwi, Chief Executive Officer, Rockwills Singapore
Mr Lee was called to the Bar of England and Wales in 1986, and admitted as an Advocate and Solicitor of Singapore in 1988. He has a MBA from the Nanyang Business School and is a member of STEP (Society of Trust and Estate Practitioners). In his private client practice, he has worked closely with may financial and insurance professionals in the areas of estate planning, succession and trusts. From July 2004 to Sep 2005, he headed Lexington Trust Ltd. As its Managing Director before joining British and Malayan Trustees Limited (BMT) as Chief Executive Officer in Oct 2005 until Dec 2007. He now heads the Rockwills Group of Companies in Singapore. He is the author of several books on trusts and wealth succession planning. He has also from time to time contributed articles in various Financial Journals on such topics. He has also regularly been invited to speak at seminars and conferences on matters concerning trusts and wealth management topics.
Attorney Mark L. James, M.B.A., J.D., LL.M. (Tax)
Estate Planning Attorney with the law firm of Hartman, Underhill, & Brubaker, LLP in Lancaster, Pennsylvania.
Professional Affiliations: Christian Legal Society, Christian Stewardship Association, The Orchard Foundation of The Christian and Missionary Alliance, National Association of Estate Planners and Councils, National Academy of Elder Law Attorneys.
Education: Regent University School of Law, J.D.; Michigan State University, M.B.A., College of William and Mary, LL.M. (Tax); Grove City College , B.A.
Contact me if you like to grab a copy of this new book.
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