百年信託傳家業


The Meaning of Inheritance

  Promoting traditional culture is an important way to preserve the spirit of inheritance. The cultural development of any country and nation is inseparable from cultural inheritance, and is based on existing cultural traditions for change, innovation and development. To fully understand the historical significance and real value of traditional culture and guide people to establish a correct view of history, nation, ethnicity and culture, we can continuously consolidate the recognition of our ancestors, our blood roots and the path of inheritance among all ethnic groups.

Estate Planning by U.S. Trust 美國報稅與海外財產揭露(英文部分)

Estate Planning by U.S. Trust 美國報稅與海外財產揭露(英文部分)

作者 / Peter Lu‧呂旭明會計師◎著/Max Lu‧呂嘉昕投資顧問◎審稿
  Along with the trend of rising cross-border wealth transfers, inheritance planning is no longer just a theory but rather a well-organized process that entails numerous details and techniques to avoid hidden risks. While creating plans for the cross-border wealth inheritance, wealth planners should be cautious of different cultural backgrounds and specific needs of each family. Thus, they should propose practical and bespoke solutions for each family individually. These solutions involve numerous steps, such as confirming a family's inheritance vision, establishing a family office

What is Inheritance?

In Chinese, Chuan (傳) refers to the act of passing things on and Cheng (承) refers to the act of taking charge. Thus, Chuan Cheng (傳承) refers to the process by which certain assets, skills and doctrines are passed from one party to another. Before discussion about familial succession, we must first understand the...
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1100 Quail St STE 202, Newport Beach, CA 92660, USA

1100 Quail St STE 202, Newport Beach, CA 92660, USA