The lesson is clear: the more you anticipate, the more you save.
What you need to know before you start
The dismemberment is necessarily carried out in front of a notary. It is a serious, supervised, and above all irrevocable approach. Once the property is given, it is impossible to reverse. We need to think carefully upstream.
A donation fee may also apply, but they remain much lower than the traditional inheritance tax — and may even be void if the donation occurs early.
A gesture for your heritage… and for your loved ones
Beyond the tax aspect, giving during his lifetime also allows to concretely help his children when they need it – for a project, a purchase, a boost. It is a beautiful and useful way to transmit, in serenity rather than in urgency.
An appointment with your notary, and you lay the foundation for a more serene future for the whole family.
