Heritage

A patrimonial balance sheet makes it possible to identify the financial, tax and family situation of an individual as well as his real estate. It therefore allows you to know in depth your financial situation. Carrying out a wealth assessment is essential before making any investments. How to proceed ? What is a heritage balance […]

Forced heirs play a central role in the distribution of the estate. The law automatically places them in first position in the succession order and guarantees them a certain percentage of the property to inherit. What roles do they play in concrete terms during the estate liquidation and what laws govern their participation in the

When a child is born, whether it comes from a heterosexual couple or desired by a couple made up of two women or two men, it is mandatory to proceed with its legal recognition. This process is carried out with a competent establishment, in order to create a civil status for the child, proof of

An alternative to motherhood, adoption is a legal procedure that allows a couple to become parents by welcoming a child with whom they are not biologically related. In France, this act is a right enshrined in the Civil Code in order to guarantee adopted children the benefit of a healthy environment, preserving their physical and

Buying a second-hand boat is an expensive operation and much more complex than buying a motorcycle or a car. It requires in particular to establish its budget well and to probe a market which can seem thick for neophytes. In addition, it is also necessary to take certain precautions in order to prevent potential hidden

Diversifying your assets is a recommended approach in order to limit the risk of capital loss, but also to increase the performance of your savings. Don’t we say that you shouldn’t put all your eggs in one basket? In practice, this means in particular diversifying one’s investments in terms of both financial assets and real

You wish to bequeath your property to your descendants, children or grandchildren. Control your succession with complete peace of mind with the various solutions available to you. Find out how to transmit your property to your heirs while benefiting from favorable taxation. Inheritance during his lifetime, the donation The donation consists of donate real estate

To find a good wealth management advisor and access personalized advice, new financial technologies, otherwise known as FinTech, are emerging and gaining ground in the wealth management industry. They offer the same services as a physical advisor and help create new opportunities. The purpose of these digitalization platforms is to offer the general public personalized

Having a better view of your financial situation and making the right decision to optimize your wealth is not a skill given to everyone. Whether it is to grow your savings, to carry out a project, to finance the studies of your children or to prepare the transfer of a good, the question of the

Volunteering is not only beneficial for the people and organizations that receive help. It also benefits volunteers mentally, socially and physically. These benefits are especially important when it comes to retired volunteering. Volunteering in retirement: what are the benefits? In France, around 31% of people over 65 are volunteers within an association. Such a commitment