Explore the most common types of trusts used in US estate planning—from ILITs and SLATs to CRTs and Dynasty Trusts. Learn how each structure serves unique financial and family goals, including tax minimization, asset protection, and long-term wealth transfer.

The One Big Beautiful Bill Act (OBBBA) introduces sweeping changes to estate and gift tax regulations, reshaping wealth planning strategies for individuals and families. This article breaks down the key provisions and explores how they may affect your financial future.

Choosing between a revocable and irrevocable trust is a key decision in U.S. estate planning. This article explores the benefits, limitations, and tax implications of each trust type, helping individuals prioritize flexibility, control, or asset protection

深入解析美國遺產及財產稅規劃，並比較各種信託類型優劣分析。透過信託安排，不僅能有效降低稅負，更能保障資產傳承完整，適合跨國資產與高淨值人士參考。

A trust is a key tool in U.S. estate planning that allows a grantor to transfer assets to a trustee, who manages them for beneficiaries under set terms. Unlike wills, trusts bypass probate, ensuring faster, private distribution of assets. They also provide flexibility for controlling when and how assets are shared, offer potential tax benefits, and protect wealth for future generations, making them essential for effective estate planning.

Do you need to file a FATCA (Form 8938)? If you're a US person holding foreign financial assets—such as bank accounts, foreign securities, partnerships, life insurance, or investments held in trust—you may be required to report them to the IRS. This article covers who must file, what assets count, and potential penalties for non-compliance.

遺產規劃不僅是財產分配，更涵蓋醫療照護、子女扶養與企業傳承。在經濟不確定下，一份完整計畫能保障繼承人、降低稅務成本並避免家庭紛爭。相較於遺囑，信託能提供更佳的隱私性、稅務效率與跨世代財富管理。專業顧問的協助能確保計畫符合稅法與法律規範，同時遺產規劃也需隨人生與財務狀況定期更新，確保資產能依意願順利傳承。

Wills vs. Trusts: Which is Right for Your Estate Plan? Wills provide a straightforward way to direct asset distribution after death, but they offer limited privacy, no tax benefits, and can be contested. Trusts, on the other hand, give you greater control, confidentiality, and potential estate tax savings—while avoiding probate entirely. Learn how each tool works, their pros and cons, and why many high-net-worth individuals use both to protect wealth and ensure a smooth trans

The FBAR is an annual report that US persons must submit if they have non-US financial accounts whose combined value exceeds $10,000 in a given year. The deadline is on April 15th, but with an automatic extention to October 15th. Penalty for NOT filing: (per violation) $10,000 up to $100,000 or half the value of your account - whichever is higher.

What are the benefits of having an effective estate plan?  Maintain financial privacy after your death. Specify exactly who receives what from your estate. Prevent family conflict over division of your estate. If you have significant wealth, ensure the financial security of future generations in your family. Ensure that your children are provided for in the event of an untimely death. Reduce the impact of estate taxes on your asset.