Asset Inventory
Before starting a journey, it's essential to know where you are. It's the same with an estate plan. 你的h888皇冠app下载财务顾问提供了一些很好的工具来帮助你评估你目前的状况. Our "What is My Net Worth" calculator can help you get started.
A Power of Attorney
Who will make decisions for you if you cannot make them yourself? 一个更重要的问题是，如果你可以的话，这个人是否会做出和你一样的决定. 您的遗产规划团队的律师可以为您的财务创建授权书(POAs), business, 还有健康，以确保你信任的人在你不能做出最好的决定时能为你做出最好的决定.
Tax Efficiency
虽然只有大地产才需要缴纳联邦税，但各州有不同的税法. If you have a large estate, 税收负担可能会大大减少你所爱的人剩下的钱. We can work with your tax advisor (or help you find one), to determine a tax efficiency strategy aimed at preserving your assets, then position these assets accordingly.
Trusts
信托是一种法律工具，它可以保护你现在或将来需要的资产. Parents of young children or dependents with special needs 可以创建一个信托基金，为他们的生活费用和教育预留资金吗, protect the assets from misuse, and stipulate when the funds can be accessed. 另一种类型的信托可以为慈善捐赠或捐赠留出资金.
一些希望保留遗产详情的人士，可选择使用 living trust in place of a will. 通过生前信托处置资产可以避免遗嘱所要求的公共遗嘱认证程序. To do so, the individual transfers all their assets into a living trust. The living trust must be signed before a notary.
您的遗产规划团队可以与您讨论不同类型的信托，以及遗产规划和信托服务如何帮助您实现目标. When a plan for trust creation is established, 您的遗产规划律师可以准备必要的文件，您的h888皇冠app下载顾问可以定位您的资产，以最好地执行信托条款.
