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退休与遗产规划

退休和遗产规划是确定退休收入目标以及实现这些目标所需的行动和决策的过程。在Tsang&Associates,我们为您分析收入来源,估算费用,设立储蓄计划以及管理资产和风险。对于遗产规划,我们可以帮助您准备在逝世后将个人资产遗赠给亲人的方式。您需要一位负责、专业的律师来帮助您了解如何充分利用个人资产和有利的税收规则。我们将确保您的长期利益受到保护。

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费用

服务费用:依个案而异

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与众不同的服务

如果您聘请我们作为家庭律师,则不必担心会因遗嘱,授权书,医疗保险,人寿保险和个人财产评估被收取额外费用。我们的家庭律师顾问将提供所有这些服务,您不必为多项不同服务付费。如果您已有家庭顾问,我们将更容易确定哪种退休和遗产规划对您和您的家人有利。

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相关信息

何时开始退休和遗产规划

理想情况下,退休和遗产规划是一个终身的过程。您可以随时开始,及早规划更好,这样您家人就得到更确切的保障。在规划您的退休时,我们将会进行全方位的考量:财产规划和计算,不可撤销的信托,遗嘱认证程序,税法利用和投资计划。当您选择委任我们作为您的家庭律师,我们会给出遗产规划文件,为您制定适合您情况的最佳退休和遗产规划。

退休规划和遗产规划有何不同,我应该选择哪种

退休计划主要着眼于确保退休后生活舒适。通过退休计划,我们可以帮助您估算您的社会保障福利,所得税申报表以及如何有效利用税法。遗产规划是在不幸逝世后计划将资产转移给亲人的过程。通过遗产规划,我们商讨您想赠予亲人的资产价值,并设计一个家庭计划,其中涵盖的内容不仅仅包括房地产和现金资产。我们会在整个过程中与您合作,以确保您对遗产的处理感到放心。

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咨询步骤

请拨打电话或发送电子邮件预约一小时的律师咨询。

您可通过电话或电子邮件里的链接支付250美金的咨询费。

如果您想在正式咨询前先与我们的团队快速沟通,请使用右边的日历预约10分钟电话交流。

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FAMILY COUNSEL

In addition to retirement and legacy planning, we also specialize in other areas of family counsel. At Tsang & Associates, we treat you like family to ensure your family gets the full legal support needed. Check out our comprehensive services down below.

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IT’S LIKE HAVING A LAWYER IN THE FAMILY

  • As a family-owned law firm, we pride ourselves on taking care of our clients as if they are family. As your family counsel, we offer you the same support we provide our family, whether it is legal representation or problem-solving.
  • A lawyer in the family provides you the comfort to pursue any endeavors and face any challenges when they arise.
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HOW IT WORKS

Just like your bank account, you maintain $5,000 fully-refundable deposit in your own private Escrow Account. The money you deposit will go towards your billing services and you are able to take out the money anytime. If a problem arises, we assist and guide you if you have the $1,500 amount in your Escrow account. Also, when you have a family counsel with us, we provide exclusive service and fee deductions on additional legal services you might be interested in.

Situations happen. To protect your family from the negative and long term effects of adversaries, a family counsel can be tremendously beneficial and valuable. From real estate planning to responding to indentity theft, we are here to mitigate and prevent any lasting damages to the welfare of your family.

TSANG & ASSOCIATES

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KEY BENEFITS

ACHIEVE GREATNESS

Planning ahead helps you build a life of stability and success.

 

 

OVERCOME ADVERSITY

If a problem arises, you have a trusted attorney you can rely on.

 

 

GIVE GREATNESS

Leave a legacy for your children and pave the pathway for their success

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WHAT’S INCLUDED IN THE MEMBERSHIP?

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A committed attorney-led legal team for all your family legal needs
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Unlimited legal consultations
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General legal advising from your attorney
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Upfront legal document sharing, drafts, and management
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Legal playbooks covering how to scale your estate planning through early stages
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Exclusive offers and discounts
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A high-level review of contracts, partnership agreements, power of attorneys, and settlement agreements
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Strategic support and plan to build your estate plan
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Access recent legal documents reviewed by the legal team
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Collaborate with your lawyer on projects and track the status of legal work