top of page
Stock Market Graph

资产有16万美元就需要写信托,避免好几万美元的额外费用 #信托 #资产配置 #富人思維 | You need a living trust when you have assets worth $160,000

资产有16万美元就需要写信避免好几万美元的额外费用 #信托 #资产配置 #富人思維  美国的信托是一套很厚的文件,不是理财产品。信托分很多种,如果按照是不是可以撤销来说, 分成这两大类: 可撤销信托和不可撤销信托。不可撤销信托确实是为富豪准备的,如果您的总资产有几百万美元,离一千万美元还远,那不需要考虑它。  和标题上写的一样,如果您的资产,包括自住房,达到了16万美元,就需要考虑写一个可撤销的生前信托来保护自己的财产。

You need a living trust when you have assets worth $160,000

 Yufeng Long

CFP(Certified Financial Planner)美国资产规划师

EA(Enrolled Agent)美国税务师

工作生活在美国加州 Yufeng的主要工作是为客户做投资,同时也帮客户做个人收入所得税税表。 

投资  Investing 资产规划  Financial Planning 比特币  Bitcoin 数字资产  Digital Assets 报税  Income Tax Preparation

  • Facebook
  • Twitter
  • LinkedIn
  • Instagram

投资 Investing     资产规划 Financial Planning     比特币 Bitcoin
数字资产 Digital Assets     报税 Income Tax Preparation

About Me


Yufeng Long 龙宇凤

CFP (Certified Financial Planner) 美国资产规划师

EA (Enrolled Agent) 美国税务师


IMG_0374-removebg-preview - Copy.png

Yufeng Long (龙宇凤) is a Certified Financial Planner (CFP) and Enrolled Agent (EA) specializing in asset planning and tax preparation for high-net-worth individuals. With over 10 years of experience in the financial industry, Yufeng has a deep understanding of the unique financial needs of high-net-worth individuals. She is skilled in developing and implementing customized asset planning strategies that help her clients achieve their financial goals. Yufeng is also an experienced tax preparer who can help her clients minimize their tax liability and ensure compliance with all applicable tax laws. She is committed to providing her clients with the highest quality financial services and helping them reach their financial goals.

If you are a high-net-worth individual looking for professional financial planning and tax preparation services, please contact Yufeng Long today.

About 《美国财富频道》

《美国财富频道》is an educational video program about investment and financial management launched by MarsMoney LLC.

《美国财富频道》是MarsMoney LLC 推出的一档关于投资理财的教育类视频,视频链接:


  • Youtube


I'm always looking for new and exciting opportunities. Let's connect.

510-221-7230, Yufeng Long 龙宇凤

bottom of page