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"I prepared my estate from the age of 50 to minimize costs"

2022-01-12T18:34:11.623Z


TESTIMONIAL - While the question of heavy inheritance taxes was raised in the presidential campaign, this example reminds us that in anticipation it is still possible to pass on one's assets at a lower cost.


For the Rolex, it's too late!

But there are other ways to avoid missing out on life at 50

, ”laughs Pierre.

Before switching to his 51st year, this executive living in the Paris region was indeed eager to organize the transmission of his heritage to his three children, including a minor.

It must be said that with his wife they inherited from their parents, only a few years ago, three rental houses installed in the provinces.

And if they don't care about optimizing their estate, the tax bill promises to be steep.

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"

My parents, like those of my wife, had prepared their succession and instilled in our minds the idea that it is better to do it early,

" he says.

This has only advantages: practical, to involve the heirs in the inheritance which will come to them and obviously financial.

"For real estate assets like that of this household, the method which presents a number of advantages is that of"

donation-sharing with reserve ...

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Source: lefigaro

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