General

How to prove the identity of a trust beneficiary?

How to prove the identity of a trust beneficiary?

🔎信托受益人可以如何證明你的身份? 🤔 財產擁有人在設立信托時📝,一般都是不需要提供受益人的社會安全號碼或身分證號碼去證明受益人的身份🙅。因為,這些號碼對任何人來說都是十分重要的,不能隨便去透露。來看看王律師對受益人身份證明的說法🗣️,一起了解更多申請信托的資訊✅! 👍做好日後準備,更安心地面對將來🌟!

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How to Use Trusts to Avoid Inheritance Tax for Foreigners?

How to Use Trusts to Avoid Inheritance Tax for Foreigners?

💥如何利用信托避免外國人的遺產稅?🤔🔎 對於外國人來說,有三類投資都可避免在信托中產生遺產稅。再次請來了王律師為你們講解這三類投資的詳情,為你們做好日後準備,保障你的財產💰,令你更安心地面對未來👍🌟!

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Understanding the Trust Administration Process and Timeline

Understanding the Trust Administration Process and Timeline

🔎了解信托的處理程序及時間⏰ 一般的開立信托程序會有較多文件去處理及修改,所花費的時間亦會較長。正常的開立情況下,大概需要30-45天去完成手續📝。所以,王律師建議財產擁有人需預定充裕時間去處理開立信托的事宜⌛,這更可能保障你日後的財產💰。

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 Transferring assets to a trust to place them under the names of a low-risk couple, will it affect the exemption threshold for capital gains tax?

Transferring assets to a trust to place them under the names of a low-risk couple, will it affect the exemption threshold for capital gains tax?

🤔透過信托把資產轉到夫婦風險低的名下, 會影響資產增值稅的豁免額度?💸 👉一般人可能認為,資產擁有人將自住房透過信托轉到低風險的夫/婦名下,可能會影響資產增值稅的豁免額度💥。但其實,資產擁有人與伴侶同時間符合所有美國稅收的規則下,資產增值稅的豁免額度是不會受影響的✅。再次請到王律師講解如何滿足所有美國稅收規則,避免不必要的支出😍💰。

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Precautions when using an irrevocable trust

Precautions when using an irrevocable trust

🔍使用不可撤銷信托的注意事項💥 不可撤銷信託雖然是一個可以有效保護資產的工具💰,但並非所有資金都適合放入不可撤銷信託⛔。財產擁有人需確保所有的資金是合法合規的✅。 其次,不可撤銷信託一旦建立,通常無法修改或取消❌,因此需要慎重考慮資金的用途和時間。 最重要的是,信託的目的必須合法,不能用於逃避法律義務或欺詐行為👮。

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If assets are concentrated in one trust, would it affect other assets in case of an accident?

If assets are concentrated in one trust, would it affect other assets in case of an accident?

💰資產集中在一個信托,萬一發生意外,會影響其他資產?🔍 資產集中在一個信托內,萬一發生意外涉及其中一個資產💥,其他資產正常信托保護範圍裡,是不會產生影響的🙅。王律師繼續為大家拆解更多資產信託的疑惑👩‍💼,令你的資產房產更有保障✅!

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Will setting up a trust affect tax deductions and exemptions?

Will setting up a trust affect tax deductions and exemptions?

🧐設立信託會影響稅務減免嗎?💰 💰🏡資產擁有人在成立信託管理後,稅務減免基本上都不變的,但除了一個例外項目💥。我們再次請來王律師為資產擁有人講解成立信託管理後🗣️,應注意的稅務事宜🔍!

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Considerations for Buying or Selling an Estate Property!

Considerations for Buying or Selling an Estate Property!

💥👀買賣遺產房的注意事項!!! 🏡房屋沒有在事前做好遺產分配,那留下給後代的只有很多的不便煩惱😵。在加州,當後代出售遺產房的時候沒有遺產信託或其他的遺產分配證明📝,那出售遺產房前必須經由法院審批遺產分配的方式💬,而所需時間亦非常耗時🕐。所以,房產擁有人應在事前訂下遺產細節✅,避免為後人帶來不必要的煩惱。 另外,買方亦需留意購入沒有遺產信託或其他的遺產分配證明的遺產房💥。因為如該遺產房沒有遺產分配的細節,而後代也是不知情的情況下,日後房屋出了問題也必須由買家承擔責任🥶。 有關買賣遺產房的詳細資訊,可聯繫我們團隊📲,我們必盡力為你提供有關資訊!

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Surrendering the Usage Rights of the Property Might Lead to Better Protection of the Property

Surrendering the Usage Rights of the Property Might Lead to Better Protection of the Property

放棄財產使用權反而會令財產獲得保護? 不可撤銷信託可以通過放棄財產使用權而保護自身的房產,避免債權人強迫利用信託財產清還債務。而當中一些附帶條件和細則必須遵守才可發揮信託最大保護。請王琳律師為大家探討信托附帶條件及細則,給房產得到最佳保障!

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A life-altering journey awaits you!

A life-altering journey awaits you!

A life-altering journey awaits you! With just 7 small shifts to your daily habits, prepare to see an entirely new YOU. 1. Instead of binging on Netflix, why not lace up those sneakers and hit the gym - or head outside for some exercise? 2. Mobile ...

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Will Mortgage Rates Come Down in 2023?

Will Mortgage Rates Come Down in 2023?

Housing markets have been slowing down this year as mortgage interest rates continue to rise. The average 30-year fixed rate hit 7% earlier in October, and it's now back down into the high 6s after briefly rising over that level for one month last ...

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How Owning a Home Builds Your Net Worth

How Owning a Home Builds Your Net Worth

Owning a home is a major financial milestone and an achievement to take pride in. One major reason: the equity you build as a homeowner gives your net worth a big boost. And with high inflation right now, the link between ...

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Honoring the American Workforce

Honoring the American Workforce

Happy Labour Day!  You should be proud and grateful for all your hard work because this beautiful place wouldn't look nearly as good without you guys working on keeping everything shipshape. It's very nice when we can take time off our busy ...

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Here’s Why It’s Still a Sellers’ Market

Here’s Why It’s Still a Sellers’ Market

Some Highlights While buyer demand has moderated and housing supply has grown in recent months, it’s still a sellers’ market because inventory is low. The latest data shows sellers continue to benefit ...

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