🌿 Estate & Wealth Succession Planning

Preserve your legacy. Pass on your values.

We believe estate planning is more than just transferring wealth.  It’s about preserving your family’s legacy, values, and intentions for future generations. Whether you are preparing ahead or navigating the inheritance process, thoughtful tax planning is essential to ensure a smooth and meaningful transition.

At LY CPA Firm, we understand that every estate carries with it a unique family story and vision. Our experienced team provides tailored, lawful, and forward-looking tax strategies to help you navigate inheritance and gift taxation in Taiwan with clarity, efficiency, and peace of mind.

📐 Tax Analysis & Planning

• Estimation and planning of inheritance and gift tax liabilities

• Taxability review for various asset types, including real estate, equity holdings and other type of assets

• Structuring for tax efficiency (e.g., use of trusts, staggered gifting, spousal deductions)

• Strategic advice on succession of real estate and business shares

📝 Tax Compliance & Filing Support

• End-to-end handling of inheritance and gift tax filings in Taiwan

• Assistance in asset inventory, documentation gathering, and form preparation

• Representation before the tax authority, including response to queries and additional document requests

🤝 Family Communication & Succession Coordination

• Collaborations with legal professionals and notaries for complex inheritance matters

• Consultation support for multi-generational family members on wealth distribution plans

• Preventive legal and tax reviews to mitigate future disputes or litigation risks