We transfer either during your lifetime or at the accrual of your inheritance. At every key stage of your life, from birth to death, your notary assists you to anticipate transfers to your family, to reduce taxes and to prevent conflicts.
Trusting a notary with this delicate mission is finding a solution that fits everyone, it’s making him a part of your inner circle. He is responsible for researching and submitting you a proposal about what seems to be the most adapted to your needs, while maintaining balance and peace within your family.
If you fail to anticipate the transfer of your inheritance, your estate will not be transferred on the day you close your eyes. Your heirs will have to face a high taxation for which your estate may be weighed by inheritance tax.
To go further, take a free appointment with a notary in our offices in Versailles.