• How to Designate a Life Insurance Beneficiary in Taiwan: Risks of Choosing Legal Heirs
    How should you designate a life insurance beneficiary to avoid problems? Learn how to set beneficiary order and shares, the risks of naming only legal heirs, and how to reduce disputes and tax issues.
  • What Happens If a Life Insurance Beneficiary Dies Before the Insured in Taiwan?
    What happens if a life insurance beneficiary dies before the insured and the beneficiary is not changed? Learn whether death benefits become part of the estate, the difference between beneficiaries and legal heirs, and the key tax and planning risks.
  • Will Life Insurance Be Subject to Estate Tax in Taiwan? 8 Risk Factors Under the Substance-over-Form Principle
    Learn when life insurance proceeds may be included in estate tax in Taiwan, including the substance-over-form principle, 8 insurance risk factors, death benefit tax rules, and beneficiary designation issues.
  • Are Insurance Claim Payments Included in Estate Tax in Taiwan? Three Requirements Must Be Met for Estate Tax Exemption