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Heritage: 4 strategies for making tailor-made donations

2021-02-19T10:10:20.105Z


OUR ADVICE - There are many ways to pass on your heritage during your lifetime. It's up to you to use the technique best suited to your family situation.


Organizing the transmission of one's heritage is the best way to avoid family conflicts and contain inheritance rights.

We know, we think about it, but ... The youngest is still very young.

The elder is a pierced basket.

It is still a little early to get rid of it.

Everyone has their reservations and concerns.

However, many tools promote tailor-made, smooth and secure transmission.

Read also:

SCI: the Swiss army knife of real estate transmission

Some are well known such as the dismemberment of property or the real estate company (SCI), others are more confidential.

All these tools can be combined in hand-sewn donations.

Their basis is very often based on a donation-sharing, a device acclaimed by notaries and heritage engineering experts.

This notarial act freezes the value of property given to children or acquired with money given in this context.

They will not be reassessed on the death of the parents nor deducted from the inheritance share of each child as is the case

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Source: lefigaro

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