理財大師來解答 - 為了避免遺產稅, 成立信託? 可撤銷信託與不可撤銷信託 Living Trust - 泛宇財經爆Philip Hu

Описание: 理財大師來解答特別企劃：
👉 新稅改後，移民綠卡人士的中國資產，在身分轉換前移到美國，如何避免遺產稅，是做信託嗎？ (Casper Zhang提問)
👉 這種情形該成立哪種類型信託？可撤銷信託？不可撤銷信託？

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#財產轉移 #信託 #遺產稅​ #泛宇財經爆​ #TransGlobal​ #投資 #living-trust #稅務 #稅改 #贈與 #贈與稅 #遺產

美國泛宇集團TransGlobal Holding Company有超過30年的財務規劃與管理經驗，專門為美國亞裔社區服務。由創始人兼總裁胡正國先生 Philip Hu的遠見，於2008-2009年全球金融風暴時期逆勢而為，相較於其他金融公司都在收緊業務之際，總裁胡正國先生反而開始積極地擴展事業版圖，於全美各州招募人才，廣設分公司，於短短的數年間，服務範圍由加州擴展至全美主要城市，包括加州、紐約州、喬志亞州、麻州、德州、華盛頓州、夏威夷州、賓州以及關島，於上述商業發展蓬勃的10大州設立25+間分公司; 橫跨美國東西岸, 都有美國泛宇集團的專業理財規劃團隊為您服務。

美國泛宇集團，於2015年在胡總裁前瞻性策略帶領之下，整合旗下公司產品線，壽險、年金與投資理財等部門，增加稅務服務、資產管理、住宅貸款、房屋地產、健康保險、商用保險等，打造全方位財務規劃平台。提供最即時、最完整專業的一站式財富管理服務

美國泛宇集團旗下關係企業目前在美超過5000位合作獨立經紀人，分佈於全美各州與亞洲主要城市，期許給客戶最好的服務品質並幫助客戶完成最適合的財富規劃。

TransGlobal Holding Company has over 30 years of experience in financial planning and management, aiming to serve the Asian communities in the U.S. With the vision of president and owner Philip Hu, the company excelled against the trend during the financial crisis from 2008 to 2009. While other financial companies tightened their businesses, President Philip Hu actively enlarged his business by recruiting nationwide talent and launching new branches. In just a few years, TransGlobal expanded beyond California to the East Coast, establishing branches in 25 major cities with vigorous growth that span 9 states, including California, New York, New Jersey, Massachusetts, Texas, Washington, and Hawaii. From the West Coast to the East Coast, TransGlobal’s financial planning professionals are now better able to serve their clients.

Since 2015, President Philip Hu has implemented his innovative, progressive strategy, leading TransGlobal to integrate new product lines under the company, enlarging the group’s scope of service from life insurance, annuity, and financial management, to now encompassing mortgage financing, tax services, real estate, asset management, and health insurance. Recruiting the most talented industry professionals to create a well-rounded financial planning platform provides clients with the prompt, professional, and complete all-in-one wealth management service clients seek.

TransGlobal’s affiliated companies are currently comprised of over 5,000 professional independent agents distributed across major U.S. cities, the U.S. Territory of Guam, and Asia (China, Taiwan, Hong Kong, and Korea), with the goal of providing a comprehensive spectrum of first-class, appropriate wealth management services to a diverse clientele.