Carrying out a heritage assessment

 

• Does the allocation of your assets meet your needs?

• Is your tax situation optimal, what points can be improved?

• My income will decrease at the time of my retirement, how to approach and prepare this deadline?

• In the event of my death, is my spouse protected?

• How will my estate take place?

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The aim of a heritage assessment is to answer these questions.

A personal and thorough diagnosis is a prerequisite for a comprehensive review of the situation in order to advocate medium- and long-term solutions.

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A balance sheet should summarize:

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• The distribution of your investments among the different assets.

• Reconstruct your career to assess your pension rights.

• Analysis of your protection and that of your family.

• The consequences of a disappearance in terms of succession.

• An analysis of your situation in terms of income tax and wealth tax and opportunities for optimization.