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.