EP7.《贈與稅 vs 遺產稅:該提前送還是留到最後?》by資產規劃友策略 episode artwork

EPISODE · Nov 21, 2025 · 3 MIN

EP7.《贈與稅 vs 遺產稅:該提前送還是留到最後?》by資產規劃友策略

from 資產規劃友策略 · host 友友

單集介紹|第7集 贈與稅 vs 遺產稅:該提前送還是留到最後? 很多人在規劃資產時,最常糾結的問題就是: 財產要「生前先送」,還是「過世再留」? 這其實牽涉到兩個關鍵稅制:贈與稅和遺產稅。 本集將和你聊聊: ● 贈與稅和遺產稅的基本差異 ● 提前贈與 vs 留到最後,各自的優缺點 ● 常見迷思:送房子給小孩真的比較省嗎? ● 什麼情況下該考慮搭配使用保險或信託 聽完這一集,你會更清楚怎麼安排資產,才能在節稅和保障之間找到最合適的平衡點。 -- Hosting provided by SoundOn

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EP7.《贈與稅 vs 遺產稅:該提前送還是留到最後?》by資產規劃友策略

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