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Pet property pension... 10 things before leaving money for your children | 2021 National Heritage Planning Publicity Week

According to NAEPC data, 56% of Americans do not have a proper asset and wealth inheritance plan.In the Chinese community, when to leave the real estate and money to the children, how to leave it to the children, or even whether to leave it to the children, is even more a difficult question.

Lack of relevant education, lack of professional experience guidance and data sharing are common problems faced by every Chinese family in the United States.

Adopted on September 2008, 9 "National Heritage Planning Promotion Week"The Act (H. Res. 1499) aims to help every family understand asset planning and wealth inheritance needs, and how to use professionals and experience to assist in the planning process.

In the third week of October each year,TLT (American Life Insurance GuideWill follow the current laws, produce and share suitable for individuals and familiesWealth inheritance planningChinese manual.

The themes of this year's TLT are:10 things that must be done before wealth is passed on

/ Ten things before the inheritance of wealth /

What exactly is inheritance of wealth?Wealth inheritance, also known as estate planning, is a process by which we decide in advance who will manage and inherit our property and arrange the care of relatives and children after our death.

This process was really complicated in the past, but now, Bitcoin can directly pay for insurance premiums, and space sightseeing tours have begun to sell tickets-the advancement of technology has made the times very different from the 20th century-individuals and families handle assets and carry out wealth Inheritance has also become more and more convenient.

But no matter what method we adopt, we need to prepare the following documents, and no one can do it for them. After all, only we can know our own asset information.Before starting your wealth inheritance plan,TLT (American Life Insurance GuideI have prepared a Chinese CheckLists to help you go through 10 things that need to be done in advance.

estate planning to do list 3-1 wm

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Article summary

In the "National Heritage Planning Publicity Week" in 2021,TLT (American Life Insurance GuideCreating a shared infographic will help the public understand that every family has to do their homework and prepare a to-do list before considering wealth inheritance planning.

In the process, such as about the will orTrust establishment, Pre-mortem medical treatment and power of attorney, probate assets related, etc., the TLT community website provides online tools andRelated Columns, It is convenient for the public to learn and understand.

If you have further questions or needs, please contact[email protected]Consultation and seek help from community Chinese professionals.

The TLT community also providesOnline insured widget, To help the public calculate the appropriate amount of life insurance coverage for wealth inheritance. (End of full text)

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