Transmit: Organize your transmission

Organizing your inheritance upstream makes it possible to avoid possible family conflicts and to designate the beneficiaries of your choice, heirs or not, in compliance with legal rules.

Gently anticipating the transfer of one's property therefore means responding to two major challenges: Securing the future of one's loved ones by avoiding family conflicts and reducing taxes on bequeathed property.

Discover now the strategies to transmit your heritage

Good estate planning can avoid many problems for your loved ones after your death.

But it also allows you to derive various benefits during your lifetime, such as growing your wealth to later benefit your heirs.

The rules regarding inheritance and donations are as numerous as they are complex. They should be respected in order to avoid worries.

Spending a lifetime building up an estate and not anticipating its transmission can have serious consequences on many aspects: the rights of the surviving spouse, the distribution of his estate between the heirs, inheritance tax, etc.

Discover our Solutions & Strategies

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