Asian American Cancer Care Services

Serving cancer patients and families through service, education, and advocacy

線上講座 – 如何利用遺囑、信託和稅務規劃來確保您的生前願望, 1/16/2021 周六下午2:00 Online Seminar: How to Ensure Your Wishes Using Wills, Trust, and Tax Planning, 1/16/2021 2:00pm

1月16日星期六下午2:00, 達拉斯華人活動中心將辦一場線上講座,訊息如下:

時間:1/16/2021 Saturday 2:00pm
演講題目:如何利用遺囑、信託和稅務規劃來確保您的生前願望
演講簡介:遺囑規劃不僅是針對富人,它的作用是在每個人生病、殘障或死亡時妥善照顧您和您的家人,例如:誰可以做出醫療決定?誰可以做出財務決定?范有承律師將通過遺囑、信託和委託書等法律文件來解釋遺囑認證過程以及家庭成員之間如何轉移資產。 李小濱會計師將告訴您在贈予禮物或分配資產時該注意的稅務事項,以及了解遺產稅和資本利得稅將如何影響您的家庭。
演講者:范有承 Attorney Jack Fan/李小濱 CPA Johnny Lee
報名連結:https://forms.gle/3zgsP6ibbzdCM7nP7
主辦:達拉斯華人活動中心
贊助:Orchid Giving Circle

此為線上講座,將以中文進行,需事先報名,Zoom 資訊(ID和密碼)會於活動前告知,敬請踴躍參加。

Estate Planning isn’t just for the rich. It’s about taking care of you and your family in the event of illness, disability, or death. Who can make medical decisions? Who can make financial decisions? Attorney Jack Fan will explain the probate process and how assets are transferred between family members using legal documents like wills, trusts, and power of attorney. CPA Johnny Lee will discuss tax considerations when you make gifts or distribute assets. Learn how the estate and capital gains tax will affect your family.

Updated: April 7, 2021 — 12:18 pm
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