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财富规划

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Lion's Law, PC 提供最全面的遗产规划服务,其中包括:

Lion's Law, PC提供最全面的遗产规划服务套件,包括:


• 准备遗嘱、可撤销/不可撤销信托、预先医疗指示、生前遗嘱和持久授权书。
• 准备HIPAA医疗信息发布。
• 为您死后财富的平稳过渡做好准备,将遗产税的影响降至最低,并保护您的遗产债权及继承人债权人的行为 • 避免支出会过度您给继承人的遗产价值费用的策略 • 计划确保指定的财产在您死后您指定的人所有,并归属于您的继承人离婚时保护遗产 •传统捐赠与策略,包括传统捐赠与信托、传承与信托、继承人保留年金信托、继承人保留单位信托、继承人保留收入信托家庭有限合伙企业和家庭有限责任公司。 规划人寿保险付款,包括不可撤销的人寿保险信托·婚姻信托和修复计划,包括婚姻信托计划、免责声明信托、合格的可终止利息财产信托、信托缺陷的设立保障人信托和信用信托·规划海外资产和非公民纳税人。

人生各阶段的遗产规划

全面的遗产计划不仅为财富顺利转移给您的继承人铺平道路。它还可以帮助您避免使您所爱的人无法获得他们应得的福利和保护的问题,并防止山姆大叔得到超过他应得的份额。以正确的方式准备的全面计划让您高枕无忧。

开始规划遗产永远不会太早。越早开始,就会影响生活中的曲折准备。

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我们如何为您规划:

  • Initial Consultation

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  • Estate Planning: 

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Basic Estate Plan – Single Person (Will, Durable Power of Attorney, Living Will, Health Care Proxy, and HIPAA Release)

 

Basic Estate Plan – Married Couple (Wills, Durable Powers of Attorney, Living Wills, Health Care Proxies, and HIPAA Releases)

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Revocable Trust Plan – Single Person or Married Couple (up to 1 million Gross Assets)*

 

Revocable Trust Plan – Married Couple (up to 3 million Gross Assets)*

 

Revocable Trust Plan – Married Couple (Moderate Estates above 3 million Gross Assets)*

 

Deeds

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Homestead Declaration

 

Nominee/Realty Trust
 

Irrevocable Life Insurance Trust or Irrevocable Second to Die Life Insurance Trust

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Qualified Personal Residence Trust (QPRT)

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Grantor Retained Annuity Trust (GRAT) or Grantor Retained Uni Trust (GRUT)

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Charitable Remainder Trust

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Gift Tax Returns

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Irrevocable Medicaid Trust Plan – Single Person

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Irrevocable Medicaid Trust Plan – Married Couple

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Joint Irrevocable Medicaid Trust Plan – Married Couple (Moderate Estates)

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  • Trust Administration:

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Probate Litigation

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Estate Tax Return

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Shareholder Litigation

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General Business/Tax Litigation

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*Base fee for a working draft of agreement based on meeting. 

有关我们服务的更多信息,只需联系。

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办公地点:

​波士顿办事处

154 Wells Ave

Suite 1D

Newton, Massachusetts 02459

617-682-7111

 

​新泽西办事处

100 Overlook Center

2ND floor

Princeton, New Jersey 08540

609-949-5205

​纽约办事处

500 Old Country Rd,

Ste 302

Garden City, NY, 11530, USA

617-682-7111

​纽约办事处

500 Old Country Rd,

Ste 302

Garden City, NY, 11530, USA

617-682-7111

©2023 LION'S LAW, PC 保留所有权利。

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