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If you wish, our study can include the various ways your assets can be transferred.
As such, we can provide you with
 | a simulation of your balance sheet at the time of death;
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| an overview of the income tax that will then be payable;
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| an estimate of the liquid assets of your estate;
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| an analysis of the repercussions on your heirs’ income;
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| a reminder of the legal rules governing devolution of estate;
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| an overview of the provisions that apply to your type of matrimonial regime;
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| an assessment of your life insurance needs, and, if need be, your succession duties;
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| an action plan complete with suggestions regarding the drafting of your last will and testament. |
We will also study the utility of creating a testamentary trust. This option allows for the organization of the distribution of your assets and a reduction of your heirs’ tax burden.
With sound financial planning
you can face the future with peace of mind!
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