BETTY'S LIFESTYLE

My journey and experience sharing

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Betty Lam

Oct 19, 20256 min read

An NT$8 Million Estate Tax Bill: A Thought-Provoking Case on Inheritance for Taiwan's High-Net-Worth Families

A Thought-Provoking Real-Life Case Not long ago, a 97-year-old man in Taiwan passed away peacefully, leaving nearly NT$100 million in assets to his five grandchildren. I once asked one of the beneficiaries, a friend of mine, "What prompted your grandfather to create a will? It's not very common in traditional Taiwanese families." His answer was revealing: "My grandfather said that after one of his sons passed away prematurely, he witnessed the troubling inheritance disputes t

Betty Lam

Sep 5, 20241 min read

The Purpose of Annuities: Securing Financial Stability in Retirement

In yesterday’s lecture, my teacher explained the concept of #annuities . Let’s illustrate it with the following scenario: Client A: The returns on annuities are so low, why should I buy one? (For the record: Everyone has different investment and risk management strategies, so there is no absolute good or bad, only what is suitable.) It’s true that the returns on annuities are very low. However, the purpose of an annuity is not to generate high returns. If you’re looking for

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I launched Betty's LifeStyle with the intention of providing readers with a window into my thoughts and personal journey. While I may sometimes struggle with motivation, I am committed to putting forth my best effort. My goal is to share valuable insights and experiences with you. Please bear with me as I work on improving and delivering content that you'll find enjoyable. Thank you for your patience and support!

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