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富過三代必修課

睿豐家族辦公室

我們在協助家族做資產傳承方面已經有十多年的經驗,為了提供更完整的家族服務,更建立了【睿豐家族辦公室】,從資產傳承、跨境資產配置、投資理財到教育留學等,全方位地為每個家族量身打造方案,讓家族財富永續,富過三代。 我們將跟您分享跨世代的財富管理、家族企業的發展,以及如何應對不斷變化中的環境,陪您一起踏上富過三代的旅程。 歡迎大家留言給我們,我們很需要大家給我們回饋與建議喔! 節目固定在⭐️每週四⭐️更新,歡迎訂閱、分享💪🏻 贊助我們:pay.soundon.fm/podcasts/b74a66bb-f761-4830-b3a3-c5dd89ec1eac FB:伊森律師家族辦公室 www.facebook.com/ethanwu.lawyer IG:伊森律師家族辦公室 reurl.cc/65nLxb Line官方帳號:lin.e... more

PublishesWeeklyEpisodes154Founded3 years ago
Language
Chinese (Traditional)
Number of ListenersCategories
InvestingBusinessEducation

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Artwork for 富過三代必修課

Latest Episodes

海外所得系列又來了!

前幾集介紹海外所得、最低稅負制之後,收到非常多觀眾留言。

大家提出的問題都非常實際,因此伊森律師特別整理成「海外所得Q&A」系列,希望用最容易理解的方式,一次回答大家最常見的疑問。

這集會分享:

✅ 國稅局怎麼知道我有海外所得?

✅ 有人說100萬以下不用管,也有人說600萬以下不用管,到底是真是假?

✅ 為什麼一定要保存交易紀錄、成本及相關單據?

✅ 計算海外所得,要採用哪一天的匯率?

✅ 每個人都有750萬元扣除額嗎?

✅ 如果在海外中了... more

YouTube

重大修法!兄弟姐妹特留分正式刪除了!

但很多人看到新聞後,第一個反應可能是:「所以以後兄弟姐妹就不能分我的遺產了?」

先別急!這次修法刪除的是兄弟姐妹的「特留分」,並不是刪除兄弟姐妹的「繼承權」。如果沒有事先立遺囑,在符合法定繼承順位的情況下,兄弟姐妹仍然可能繼承遺產。

這支影片,伊森律師一次幫大家整理:

✅ 什麼是「應繼分」?什麼是「特留分」?

✅ 兄弟姐妹特留分刪除後,為什麼繼承權還在?

✅ 如果對遺產分配有自己的想法,遺囑該怎麼運用?

✅ 伊森律師對這次重大修法的5大... more

大S離世後,留下的不只是遺產,更是一連串值得每個家庭思考的資產傳承問題。

我想透過大S的案例,跟大家談:如果這些事情可以事先規劃,我們能不能做得更好?

本集內容包括:

✅每月百萬房貸,繼承發生後該由誰負擔?

✅為什麼高資產家庭更需要預留「傳承現金流」?

✅保險如何協助家人在遺產處理期間取得資金?

✅房子買給父母住,不代表父母一定能住一輩子?

✅手機裡寫的遺囑,到底有沒有效?

✅結婚只有3年,配偶能不能繼承婚前財產?

很多人做資產規劃,只想到「如何累積財富」,卻沒有... more

美股一直漲,但還沒賣,需要申報海外所得嗎?

許多人投資美股、海外 ETF、海外基金後,最常問我的就是:

「股票漲很多,但我還沒賣,也算海外所得嗎?」

「如果平常都住在國外,也要向台灣申報海外所得嗎?」

這支影片整理了觀眾最常提出的問題,並用最白話的方式一次解答。本集內容包括:

✅ 什麼是海外所得?中國大陸所得算不算海外所得?

✅ 台灣稅務居民如何認定?長期住在國外也要申報嗎?

✅ 美股帳面獲利但尚未出售,算不算海外所得?

✅ 海外所得超過100萬元、750萬元,到底代表什... more

YouTube

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Reviews

5.0 out of 5 stars from 79 ratings
  • 第28集 居然讓我聽兩遍

    感覺遺囑可以解決所有財產問題

    保險可以輔助解決部分財產問題

    今天這集非常有收穫👍👍👍

    Apple Podcasts
    5
    粉色真好看
    Taiwan3 years ago
  • 根本是財商必備知識

    實務面遇到的財務法律問題:跨國婚姻財富問題、阿公阿嬤傳承財富問題、夫妻之間收到的贈與問題算不算共有財產,在活潑的對話之中,一一揭曉答案,真的是行車、做家事必聽廣播節目

    Apple Podcasts
    5
    忠實聽眾33
    Taiwan3 years ago
  • 清楚明暸的互動說明

    👍

    Apple Podcasts
    5
    豬探張
    Taiwan3 years ago
  • 律師娘發問

    在第二集中,律師娘幫大家發問了很多聽眾關心的問題,也得到了一些解答,期待下一集喔!

    Apple Podcasts
    5
    chienwei55
    Taiwan3 years ago
  • 拉拉

    想問一下伊森律師 有關婚前協議

    如果不想再婚前 撕破臉簽 協議書

    自行去法院公證財產清冊

    這樣是否可以保有婚前財產 謝謝

    Apple Podcasts
    5
    Lala 3355
    Taiwan3 years ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#34
Taiwan/Business/Investing
Apple Podcasts
#85
Taiwan/Business

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1. 吳淡如人生實用商學院
2. 理財小時候
3. 下一本讀什麼?
4. 下班經濟學
5. 地產好學聲

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富過三代必修課 launched 3 years ago and published 154 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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