遺產規劃 

遺產規劃的意義，遠不止於財富的傳承與分配。若當事人未能預先訂立個人規劃，美國國稅局與亞利桑那州政府將依法介入，代為裁定資產分配方式與遺產管理事宜。此一結果，往往與當事人的真實意願存在相當落差，並可能使繼承人及遺產本身面臨一系列難以預料的法律與財務後果。

有鑑於此，委託一位經驗豐富、學識深厚的遺產管理律師為您量身訂立規劃方案，其重要性不言而喻。本所遺產規劃律師深諳相關法律領域，能夠在傳統遺產規劃框架之外，為當事人提供更具前瞻性與系統性的法律服務, 協助家庭成員之間妥善化解潛在紛爭，善用法律近期變化最大限度地保全資產，審慎規劃稅務架構，實現財富在當代與後代之間的有序延續，並就年邁後的醫療照護安排預作周全部署。

本所地處鳳凰城市中心，交通便利。

本所提供的遺產規劃服務涵蓋：

• 遺囑
• 各類信託，包括可撤銷生前信託、特殊需求信託、王朝信託、不可撤銷信託、人壽保險信託、合格個人住宅信託、退休信託、未成年人信託、隔代移轉信託、慈善信託等
• 贈與規劃
• 資產保護
• 遺囑認證
• 慈善規劃
• 授權委託書
• 醫療照護指示
• HIPAA 《健康保險可攜性與責任法案》授權書
• 家族有限合夥企業

如您已訂有現行規劃方案，本所亦可為您進行專業審視，結合當前法律環境提出相應的優化建議。

Estate Planning

There are many reasons for having an estate plan of your own. The primary reason is that if you do not have your own plan, the IRS and the state of Arizona will create one for you. They, not you, will decide how your assets are distributed and your estate is administered. The result? You, your heirs and your legacy will likely suffer some painful unintended consequences.

Given the advantages of having your own estate plan, it is equally important to have the right estate administration attorney in Phoenix design your plan. Our estate planning lawyers have a level of experience and knowledge of the law which allows us to go well beyond the traditional approaches of an estate planning attorney. We can help you and your family avoid inter-family quarreling, take advantage of recent changes to the law to protect as many of your assets as possible; minimize taxes; preserve your wealth for your enjoyment today and that of your loved ones after you are gone; prepare in advance the health care requirements that come with growing older; and much more.

We are conveniently located in mid-town Phoenix.

Estate planning services we provide:

• Wills
• Trusts, including Revocable Living Trusts, Special Needs Trusts, Dynasty Trusts, Irrevocable Trusts, Life Insurance Trusts, Qualified Personal Residence Trusts, Retirement Trusts, Minors’ Trusts, Generation-Skipping Trusts, Charitable Trusts, and more
• Gifting Programs
• Asset Protection
• Probate
• Charitable Planning
• Powers of Attorney
• Health Care Directives
• HIPAA Authorizations
• Family Limited Partnerships

We will review your existing plan and, chances are, put our experience to work on your behalf to make it better.

These pages are provided for informational purposes to assist Traditional Chinese-speaking visitors. In the event of any discrepancy between the English and Chinese versions, the English version governs.