Family Trust: Maintenance & Retirement Trust

Trustee for Maintenance or Retirement Trusts

Objectives

• You wish to maintain your lifestyle even after your retirement.
• You do not want your loved ones to be burdened with financial responsibility for your maintenance when you have retired.
• You want to be financially independent to take care of yourself in the event you are disabled or critically ill.
• You do not wish to entrust all your hard earned assets to your spendthrift children to manage when you are of old age.
• You wish for someone professional to handle all your finances when you are disabled and unable to handle financial transactions.

The Solution
Create a Maintenance / Retirement Trust with Rockwills Trustee Berhad to ensure your lifestyle and financial stability is not compromised upon retiring or reaching your Golden Age.


How a Maintenance / Retirement Trust Helps You

1. Ensures continuity of a comfortable lifestyle for you even after you have retired.
2. Your loved ones are not burdened financially.
3. Ensures the assets used for your maintenance, is not mismanaged by your spendthrift children.
4. Ensures your assets are properly managed and utilized only for the purposes of your maintenance by a professional and impartial trustee i.e Rockwills Trustee Berhad.