EP14_保險也能傳承資產？你沒想過的遺產規劃方法，精算案例全公開！
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EP14_保險也能傳承資產？你沒想過的遺產規劃方法，精算案例全公開！
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About this listen
你以為保險只是保障人生？其實它也是資產傳承的關鍵工具！🔑
本集從遺囑到保險，深入剖析一位外公如何「不信任女兒但想保護外孫」的真實案例——
💬 如果你也曾想過：
- 要不要設抵押權確保借款安全？
- 借名登記可不可行？
- 遺囑與信託有什麼風險與限制？
- 用壽險轉移資產是不是更簡單？
那你絕對不能錯過這一集！我們還揭露國稅局常見的八大保單異常指標（帶病、高齡、鉅額、密集投保…），以及怎樣做才不會被追稅，確保保險真的達成節稅傳承目的 ✅
🎯本集你將學到：
✔ 保險 vs. 遺囑 的差異與適用時機
✔ 避免落入國稅局實質課稅陷阱的實務策略
✔ 三大實務建議：早規劃、慎選時機、保費來源合規
🎧 趕快點開來聽，讓保險成為你資產規劃的神助攻！
留言告訴我你對這一集的想法： https://open.firstory.me/user/cm7rwwgj6000a01ut3u6pd27t/comments
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.