遺產規劃 不是有錢人專利 如何避免、減少遺產稅費用 跳過遺產認證 遺產傳承注意事項 Legacy Planning - Zoe Lee《盈亮理財攻略》
#遺產稅 #遺產規劃 #遺產傳承策劃 #加拿大理財 #加拿大傳承策劃 #遺產認證
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遺產規劃 不是有錢人專利 如何避免、減少遺產稅費用 跳過遺產認證 遺產傳承注意事項 Legacy Planning - Zoe Lee《盈亮理財攻略》
什麼是「遺產傳承策劃」 ? 很多人都可能認為遺產策劃只是單單立一份遺囑就可以，其實並不是。
其實所謂「遺產傳承」目的是確保遺產擁有人在身故後可達成其生前的分配意願，並且確保其遺產的價值不會因稅務及其他收費而被過度蠶食。
這一集【盈亮理財攻略】，溫哥華理財顧問 Zoe Lee 會講解一下《遺產規劃 三部曲》： 加拿大有遺產稅嗎？如何計算、減輕、避免遺產費用和稅務？如何跳過遺產認證？
遺產規劃並不是只限於“有錢人”，周全的理財策劃方案可助你全方位安排及延續你的寶貴資產傳承給予你的最愛及親人 。為你的財富產業，做好完善的規劃和管理。
✨如對遺產規劃或保險產品有任何問題，歡迎留言或DM 我們。
Timestamps:
00:00 Intro 盈亮理財攻略 Smart Guide: 遺產傳承策劃
00:07 什麼是遺產規劃？遺產規劃與「平安書」的分別 How inheritance works? The basics of how to go about leaving your legacy
00:18 遺產傳承策劃 三部曲：遺產規劃準備：整理資產、負債、稅收 3-Step Prep: know your asset, debt, and taxes
00:38 加拿大有沒有遺產稅、什麼是「個人最後入息稅」、遺產稅怎樣計算 What are the taxes at death? Is there Estate Tax in Canada? Who pays inheritance tax?
01:09 接收遺產有什麼程序、遺產認證費用是什麼、如何避免或減少遺產費用？ What is probating a will? How to avoid or minimize probate fees?
01:26 如何用保險產品跳過遺產認證，遺產分配程序 How to utilize insurance products to simplify the process of inheriting an estate
01:38 如何直接將遺產傳給家人 An efficient way to pass along your estate to your beloved ones
【Novella Smart Guide】Inheritance Planning 101 - What is it and why do you need it?
While there is a common misconception that it’s just about setting up a will, the truth is there’s a lot more to it. At its best, a thoughtful inheritance plan tries to ensure that families will not face financial hardship and that tax costs and any other related fees are as low as possible. In this Smart Guide episode, our specialist Zoe Lee, explains the basics of how inheritance works, what you need to prepare beforehand, and how you can minimize or avoid probate fees.
If you would like to learn more on how to go about leaving your legacy, leave a comment or send us a message and our specialist will be in touch!
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📺 打工仔必睇‼️ 加拿大基本員工醫保福利🩺｜團體醫療保障須知💊無上限藥物費用⁉️ 牙醫 按摩都包？ Employee Basic Group Benefits Plan
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