NEWS&INSIGHTS

NEWS&INSIGHTS

〈NEWS〉The Differences Between Insurance Trusts and Insurance Claims Trusts
29Jan

〈NEWS〉The Differences Between Insurance Trusts and Insurance Claims Trusts

Insurance Trusts The Differences Between Insurance Trusts and Insurance Claims Trusts Firstly, an insurance trust refers to a trust set up by the policyholder during one’s lifetime, transferring ownership of his/her life insurance policy to the designated trustee for custody and management. This way, if the policyholder unfortunately passes away, the trustee can distribute the […]

〈NEWS〉Benefits of Holding Policy Assets in Trust
23Jan

〈NEWS〉Benefits of Holding Policy Assets in Trust

NEWS Benefits of Holding Policy Assets in Trust   There are two main ways to hold policies in an insurance trust. One is for the trust settlor to transfer ownership of the policy to the trust. The second is for the trust settlor to purchase a new policy through the trust. In addition to these […]

What is a Standby Insurance Trust
10Jan

What is a Standby Insurance Trust

NEWS What is a Standby Insurance Trust Another type of insurance trust is a standby insurance trust. Similar to an insurance trust, a standby insurance trust also uses the insurance proceeds rights as the trust property. However, unlike an insurance trust where the policyholder is the trustee, for a standby insurance trust, the policyholder remains […]

What are Insurance Trusts
10Jan

What are Insurance Trusts

NEWS What are Insurance Trusts   In recent years, wealth preservation and inheritance have always been hot topics among high-net-worth individuals. Insurance trusts, as a wealth management tool combining trusts and life insurance, have gradually gained favor among high-net-worth clients and are widely used.       As a type of family trust, an insurance trust has […]

Case Study : Minimizing Inheritance Disputes – Building a Harmonious Family
27Oct

Case Study : Minimizing Inheritance Disputes – Building a Harmonious Family

Case Study Minimizing Inheritance Disputes – Building a Harmonious Family Introduction:     In this case, we explore the concerns of Mr. Meng, a 60-year-old entrepreneur who has enjoyed success in his career and family life. However, having been through two marriages and having children from each, he is growing increasingly concerned about potential inheritance […]

Ensuring a Dignified Retirement for a Father After Immigrating
25Oct

Ensuring a Dignified Retirement for a Father After Immigrating

Case Study Ensuring a Dignified Retirement for a Father After Immigrating Introduction:     This case examines the concerns of Ms. An, a 53-year-old woman, regarding her father’s well-being and financial security after her family’s decision to immigrate to the United States. It emphasizes the importance of comprehensive planning and introduces the concept of a […]