认清资产:
- 这是一个让你梳理现拥有的资产的机会。
规划遗产:
- 为未成年子女:
- 选择监护人
- 有特殊需求的继承人或慈善机构设立遗嘱信托
- 为另一半:
- 加速遗产分配的流程(缩短时间,因为资产也有贬值的风险)
- 减少遗产分配的费用
- 表达自身对葬礼安排的意愿
Identify assets:
- This is an opportunity for you to reorganize the assets you currently own.
Planning an estate:
- For minor children:
- choose a guardian
- Heirs with special needs or charities to set up testamentary trusts
- for the other half:
- Speed up the process of estate distribution (reduce the time, because assets are also at risk of depreciation)
- Reduce the cost of estate distribution
- Express your wishes about funeral arrangements
#遗嘱 #Will Writing
#信托保管 #Trust Agreement #Business Agreement
#理财课程 #Wealth Planning Courses
#保险顾问 #Insurance Advisor
#资产规划师 #Estate Planner


