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Heritage: do you know the advantages of donation-sharing?

2021-06-22T14:45:44.846Z

OUR ADVICE - It is an essential transmission tool for parents who wish to give money or sell real estate to their children.



For parents who wish to organize a tailor-made, secure transmission of their heritage, while minimizing the risk of conflict within the family, donation-sharing is an essential tool.

This deed, which must be notarized, allows them to distribute money or goods between their children, by freezing the values ​​given on the date of the donation.

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They thus ensure that the balance they wished to establish between their children will endure and especially that the brothers and sisters will not be accountable for the use of the funds received and the possible added value. taken by the donated goods.

Additional advantage, the tax authorities generally only tax the donation.

This saves 2.5% sharing rights.

1. Should there be strict equality between children?

No.

Donation-sharing remains quite flexible.

"The value freeze is subject to the fact that each child has received a prize - even if they are not necessarily of the same value - that he has

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Source: lefigaro

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