遺產規劃簡介
Estate Planning Basic
Nov 9, 2026
1
遺產規劃
遺產規劃 Estate Planning 是一個綜合任務。一般包括以下項目：
- 財務規劃 - Financial Planning
- 授權書 - Power of Attorney
- 監護人 - Guardianship
- 贈與 - Gift
- 遺產 - Estate, Bequest or Legacy
- 認證法院 - Probate Court
- 遺囑 - (Last) Will & Testament
- 信託 - Trust
財務規劃
財務規劃 Financial Planning 包括以下項目：
- 風險管理 - Risk Management
- 職業發展 - Career Development
- 投資規劃 - Investment Planning
- 稅務規劃 - Tax Planning
- 退休規劃 - Retirement Planning
- 養老規劃 - Nursing Planning
- 長照支出 - Long-Term Care Expense
- 醫療支出 - Medical Expense
- 後事支出 - Final Expense
授權書 Power of Attorney
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監護人 Guardianship
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贈與 Gift
5
遺產 Estate, Bequest or Legacy
6
認證法院 Probate Court
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遺囑 (Last) Will & Testament
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信託 Trust
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Disclaimer:
The information contained in the article is intended only as an educational guide and SHOULD NOT be interpreted as legal advice or taxation advice.
Readers of this information are advised to seek an attorney, certified public accountant(CPA) or enrolled agent(EA) if legal advice or taxation advice is needed. Laws and their interpretation are subject to change at any time. Thus, the accuracy of this information cannot be guaranteed.
Actions taken by readers based on this information are solely at their own risk. Neither the author, Peter Duh, nor the commentators and reactors of Facebook shall have any liability stemming from the information contented in the articles provided.
Peter Duh EA (杜弘偉)
IRS Enrolled Agent(EA)
註册稅務專員
註册稅務專員
IRS Certifying Acceptance Agent(CAA)
公證收件專員
公證收件專員
IRS e-File Provider
電子申報機構
電子申報機構
International Tax
國際個人稅務
國際個人稅務
Nonresident Alien Tax
非居民稅務
非居民稅務
FATCA, FBAR, FEIE
肥爸 、肥咖 、外國收入
肥爸 、肥咖 、外國收入
ITIN, EIN
個人稅號 、營業稅號
個人稅號 、營業稅號
Tel: +1 (469) 314-6922
PO BOX 2234
Addison 75001
4310 Wiley Post Rd
STE 100
Addison TX 75001
vCard:
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