Yann and her husband, Christian, want to protect themselves in the event of their death, but each wants their property to return to their family. Yann also wants to invest the money from an inheritance taking this issue into account.
After 30 years of living as a couple, Yann and Christian got married in 2014, under the regime of separation of property. Their only common assets are their main residence, worth €450,000, of which they each own half. Christian, 75, inherited an apartment in Lorient, estimated at between €120,000 and €140,000, which he wishes to leave to his heirs. He also has a little savings. For his part, Yann, 62, holder, in particular, of life insurance contracts, liquidated his retirement this summer. When his mother died in 2023, he received €175,000, which he wishes to best invest with a view to transferring his assets.
Notre diagnostic
Yann and Christian are married, which provides them with mutual protection in the first death. As they have no children, it is the spouse who inherits all of the deceased’s assets. The regime of separation of property has no impact on this rule, unless otherwise provided.
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Thus, in the event of Christian’s death, Yann would receive his cash, his…
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2023-12-30 21:41:58
#advice #Christian #Yann #prepare #succession #children
