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转让税、法律文件与传承安排：决定谁在何时、以何种方式获得什么。

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从这里开始 Estate Planning: The Landscape

Estate planning is the process of deciding who receives your assets, when and how they receive them, under what conditions and protections, and at what transfer-tax cost; then building a coordinated set of legal documents and…

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支柱 Estate and Gift Taxes

Estate and gift taxes are federal transfer taxes imposed when wealth passes from one person to another, either during…

支柱 Business Succession Planning

Business succession planning addresses how a family-owned or closely held company transitions ownership and leadership…

转让税

1 词条

The Generation-Skipping Transfer Tax The generation-skipping transfer (GST) tax is a federal tax layered on top of gift and estate taxes, designed to prevent families from avoiding estate… 5分钟

文件

4 词条

Wills and Revocable Trusts A will and a revocable living trust are the two foundational documents in most estate plans: the will directs who receives property that passes through… 6分钟 Powers of Attorney and Health Directives Powers of attorney and health directives are legal documents that authorize trusted individuals to make financial and medical decisions on someone's… 6分钟 Probate Probate is the court-supervised legal process through which a deceased person's assets are gathered, debts are paid, and property is transferred to heirs… 5分钟

Letters of Wishes and Legacy Letters A letter of wishes (sometimes called a legacy letter or ethical will) is a non-binding, private document written by a trust creator to guide a trustee's… 5分钟

方法与技巧

2 词条

Valuation and Discounts When wealth transfers through gifts or estates, the value assigned to what changes hands determines the tax owed, and for interests in closely held… 6分钟 Life Insurance in Estate Planning Life insurance occupies a specific role in estate planning for families with substantial wealth: it can create immediate, liquid cash at the moment of… 6分钟

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