HomeBlogHow to correctly transfer an inheritance in France so as not to ruin the heirs

    How to correctly transfer an inheritance in France so as not to ruin the heirs

    date

    Dear friends!

    On December 14, I broadcast live on my profile Instagram  on a very important topic: How to transfer an inheritance correctly so as not to ruin the heirs.

    This was a joint broadcast with Maitre Olga De Weck, a lawyer at the Paris Chamber of Lawyers.

    Olga specializes in family, business and labor law. On your Instagram profile @olga_de_weck shares examples from practice and gives a lot of useful information.

    Olga answered private questions in the comments to the announcement post dated 12/09/21 here link to post

    On air we discussed the following topical issues with specific examples:

    Who has the right to inheritance in France?

    First of all, children. They have a reserved portion of the inheritance. To increase the minimum share of the inheritance for the wife, there are the following solutions:

    • Will.
    • Donation graduelle.
    • Donation au dernier vivant.
    • Include your wife in the Clause Bénéficier of the Assurance Vie and PER contracts.

    How to enter into inheritance rights?

    • Collect documents.
    • Go to a notary.
    • Obtain an acte notaire to check bank accounts and transactions for the last 3-5 years.
    • In the case of expensive interior items, order an assessment of movable property.

    The video is posted on my youtube channel

    Useful content? Share with your friends on social networks!
    Olga Rouzade
    Olga Rouzade
    Advisor on organizing personal and family finances and starting a business. I help you create a program of solutions to achieve your financial goals, taking into account tax optimization. I advise on setting up a business in France.

    Sign up for
    consultation

    Sign up for a consultation and get professional help with your project...

    Related articles:

    Think opening a concierge agency in France is too difficult? We did it!

    A real story about how to register a business in France, choose the right legal form and scale up.

    How to Open a Beauty Salon in France - Real Difficulties and a Successful Solution

    Opening a beauty salon in France: how to overcome difficulties and successfully launch a business. Learn about a real case from Cannes and get useful tips!

    How we helped a travel company open a business in France  

    Find out how we helped a travel company register a business in France, solving problems with documents and banks.

    CODEV — Joint development for your growth! Hurry to sign up with a discount

    Find out how the CODEV method helps you solve business problems, increase profits and develop strategic thinking with expert Elena Lardi!

    Live with Elena Lardi: How the CODEV Method Helps Aspiring Entrepreneurs Grow and Develop

    If you are a budding entrepreneur, the CODEV method can be your reliable tool for growth. Join Elena Lardi live, where we will tell you how CODEV strategic sessions help businesses move forward, strengthen their positions and develop.

    Our services

    Financial protection in case of temporary and permanent disability and loss of a breadwinner

    Avizen Pro is an insurance product specifically designed for self-employed workers, providing reliable financial protection against the consequences of death, disability and/or temporary disability.

    Accident insurance

    Discover the need for accident insurance.

    How to protect your loved ones from loss of autonomy

    The main purpose of the Entour'Age contract is to offer the insured person (and his loved ones) specific solutions when he begins to need constant care. Read more in the article.

    Funeral insurance ESSEN'CIEL

    ESSEN'CIEL lasts a lifetime and ends with the death of the insured, but also in the event of termination or complete abandonment of the contract. Find out the details.
    More articles on the topic:

    Widow's benefit and survivor's pension - your support in difficult times

    Losing a loved one is a difficult experience. We offer detailed guidance on claiming widowhood and survivor benefits to help you through this difficult period. Find out about the required documents, conditions and application procedure.

    How to report death to the tax office?

    Reporting the death of a loved one to the tax authorities is an important formality. Find out how to report a death to the IRS, who is responsible for paying taxes after death, and what deadlines must be met to avoid penalties.

    Financial protection in case of temporary and permanent disability and loss of a breadwinner

    Avizen Pro is an insurance product specifically designed for self-employed workers, providing reliable financial protection against the consequences of death, disability and/or temporary disability.
    en_USEnglish