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！

from 律師酒BAR · host 律師Ray、律師Kelly

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歡迎來信與我們聯繫：[email protected] 楊繼証 Ray律師官網：https://acelaw58885.com 李珮瑄 Kelly律師官網：https://kellylawyer.com.tw Powered by Firstory Hosting

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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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