Heritage

When we reach a certain age, the transmission of the heritage that we have built throughout our lives becomes a real concern. This is the reason why it is important to prepare your succession as soon as possible, and to think about sheltering your loved ones through life insurance. The importance of organizing your succession

In the absence of descendants, the question of succession arises. Who will inherit your property in the event of death? Do nephews and nieces inherit automatically? And what are the tips to know to pay as little estate tax as possible? We answer all your questions to know how to pass on your heritage to

A person’s real estate is made up of different assets, not just the main home. What does the real estate heritage correspond to? We explain how to value your property to make it grow. Also discover the specific cases of SCI, life annuity and rental management. What does immovable heritage mean? All of a person’s

The French are numerous, each year, to embark on the acquisition of a wine property. This enthusiasm is explained by a real passion for the world of wine, but also by the desire to surround oneself with a new living environment or to give oneself the means for a professional retraining. These tips can help

To choose their investments, more and more French people do not rely only on financial criteria. Wealth management firms therefore offer their clients socially responsible investments. It is therefore a question of investing in companies which care about the environmental impact of their decisions and which take social, ethical and long-term governance issues into account

PACS : What are the advantages and disadvantages ? You want to get involved with your partner, but you hesitate between marriage and the PACS. This commitment solution for a couple has both advantages and disadvantages. Here’s everything you need to know about PACS. PACS : what is this ? The PACS or Civil Solidarity

Homoparental family and the social parent While same-sex parenthood is now becoming more and more the norm, several choices are available to these families who wish to carry out their parenthood project. Whether through co-parenting, PMA/GPA or adoption, gay or lesbian couples now have the possibility of realizing their project of becoming parents. But despite

Do you want to build up a solid heritage? How about buying an investment property or rental housing? We tell you all about this efficient way to put your savings into a profitable project. What is an investment property? The investment property designates the purchase of a complete building only for rental purposes. The term