Que transmettrez-vous à vos enfants ? A votre conjoint ?
Votre régime matrimonial est-il toujours adapté ?
Avez-vous intérêt à détenir vos biens par le biais de sociétés ?
Les clauses bénéficiaires de vos contrats d’assurances-vie sont-elles bien conformes à vos souhaits ?
Pour tous ceux qui se préoccupent de l’avenir de leur famille et souhaitent transmettre un patrimoine à leurs enfants, une seule règle : anticiper !
Chaque audit successoral s’appuie sur une stratégie en 3 temps faisant appel aux notaires, aux fiscalistes et aux assureurs les plus expérimentés :
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