A COMPREHENSIVE ESTATE PLAN 一个全面的财产规划.pptx

Faloni Wu, LLP 天成律师事务所;ESTATE PLANNING 财产规划 101;DOCUMENTS NEEDED IN A COMPREHENSIVE ESTATE PLAN 一个全面财产规划需要的文件;YOUR GOALS 你的目标 ;A COMPREHENSIVE ESTATE PLAN一个全面的财产规划;TAKING CONTROL OF YOUR ASSETS控制你的财产 ;WHAT DO WE MEAN BY TITLE署名的含义;THREE GENERAL RULES OF ASSET DISTRIBTION UPON DEATH 去世时财产分配的三个通用规则;ASSET TITLE: WHY SO MPORTANT财产署名：为什么那么重要;WHAT IS PROBATE?什么是遗嘱查验 ;A COMPREHENSIVE ESTATE PLAN一个全面的财产规划;INCAPACITY PLANNING无行为能力的计划;GUARDIANSHIPS 监护权 ;INCAPACITY PLANNING无行为能力计划;A COMPREHENSIVE ESTATE PLAN一个全面的财产规划;GETTING ASSETS WHERE YOU WANT THEM TO GO 使资产去到你希望的地方;CONTROLLING WHEN YOUR ASSSETS ARE DISTRIBUTED 控制你的资产何时被分配;A COMPREHENSIVE ESTATE PLAN一个全面的财产规划;HOW CAN YOU MINIMIZE COSTS 你怎样才能将费用降到最低;MINIMIZING DELAYS 减低延误;MINIMIZING TAXES 减税;HOW DO WE MINIMIZE OR ELIMINATE ESTATE TAXES 我们怎样将遗产税降到最低或免除;DIFFERENCE BETWEEN A WILL RLT 遗嘱和可撤销信托的差别;WHAT IS A REVOCABLE LIVING TRUST 什么是可撤销信托; A. AVOIDS PROBATE 避免遗嘱查验 B AVOIDS ANCILLARY PROBATE 避免辅助的遗嘱查验 C. PRIVACY – information is a commodity. 保护隐私 – 信息是商品 D. BETTER DISABLILTY PLANNING. 更好的无行为能力规则 E. LESS FUNDING MISTAKES – TAX AVOIDANCE 减少资金失误 – 避税 1. QTIP TRUST/BYPASS TRUST 1. QTIP信托/旁路信托 2. DISCLAIMER TRUST 2.免责信托 F. BETTER WAY TO KEEP ON GOING TRUSTS 更好地保护正在建立的信托 1. CREDITOR PROTECTECTION 保护债权人 2. BENEIFICIARY PROTECTION 保护受益人 G. QUICKER DISTRIBUTION OF ASSETS 更快的财产分配 ;WHAT IS BETTER WILL OR RLT 遗嘱和可撤销信托哪一个更好？;COMPREHENSIVE ESTATE PLAN 全面财产规划 WILL VS. RLT遗嘱对比可撤销信托; III. UPON DEATH GIVES WHAT YOU HAVE 去世时给予你的所有 TO WHO YOU WANT 给到你想给的人 THE WAY YOU WANT 以你希望的方式 WHEN YOU WANT IT 在你希望的时间 ; IV. MINIMIZES COSTS, TAXES AND DELAYS UPON DEATH OR INCAPACITY在去世或失去行为能力时，将花销，税和延迟降到最低;EVERYONES GOALS ARE DIFFERENT 每个人的目标都不同;EVERYONES GOALS ARE DIFFERENT 每个人的目标都不同;RECAP 要点重述; FALONI WU, LLP. 天成律师事务所