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10 tips for anticipating your succession based on your family situation

2024-03-26T17:55:58.954Z

Highlights: 10 tips for anticipating your succession based on your family situation. A few adjustments may be enough to improve the minimum legal measures and ensure optimal protection for your family in the event of death or incapacity. The first lever of protection for the surviving spouse is the matrimonial regime. “ Mechanically, the larger this pocket of community, the more protected the survivor is,” explains Arlette Darmon, notary in Paris and president of the Monassier group. But it is not necessarily necessary to integrate all assets into the community.


A few adjustments may be enough to improve the minimum legal measures and ensure optimal protection for your family in the event of death or incapacity. Here is our advice based on your family situation.


Dear subscribers,

Anticipating the consequences of one's incapacity or death ensures that one's relationship or family will be properly protected in the future.

However, it is possible to improve the minimum measures provided for by law by making certain adjustments.

Our advice according to your family and financial situation.

Adjust your marital regime

The first lever of protection for the surviving spouse is the matrimonial regime.

When the latter includes a community, the surviving spouse owns half of the common property, even if he did not participate in its financing.

Mechanically, the larger this pocket of community, the more protected the survivor is

,” explains Arlette Darmon, notary in Paris and president of the Monassier group.

But it is not necessarily necessary to integrate all assets into the community.

“This would mean that the children of the deceased – who may not be those of the survivor – will have shared ownership of this common property: in joint ownership…

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Source: lefigaro

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