Inherit

The classic way to transfer your assets to the next generation is through inheritance. Here, you can contractually determine when which assets belong to whom and thus avoid problems through clear, legally binding statements. In this way, you retain control and responsibility for as long as you wish, after which the corresponding assets are passed on according to personal ideas and needs.

How we support you:

While inheritance is a safe and good way to go, there are also many points to consider in order to handle the process according to your wishes. Unprofessional contracts, for example, can lead to disputes among the heirs due to ambiguous wording and, in the worst case, prevent the transfer or safe handling of your assets.

To relieve you of all these worries, we intervene on your behalf with our professional network of notaries, corporate and tax lawyers and provide you with advice.

We create a correct contract with you, solve potential disputes preventively and ensure a minimal tax burden when inheriting.

Power of attorney

In order to safeguard yourself in the event of an emergency, you can issue a power of attorney for your assets to the authorized persons, e.g. your relatives. So if you suddenly become unable to manage your assets yourself (e.g. due to dementia, etc.), it is now in the hands of the authorized persons to whom you have granted this power of attorney for emergencies. This means that your assets are always in safe hands and always prepared for any eventuality.

How we support you:

When it comes to the detailed implementation of your personal concerns, we offer the professional expertise you need through our extensive network of notaries. After all, mistakes and omissions can cause significant losses and complications.

Tax allowances

Tax allowances are the amount that heirs may receive tax-free from the deceased. The tax bracket determines how high these allowances are. Especially in the case of larger assets, it makes sense to clarify your situation during lifetime in order to avoid high tax payments for the heirs.

How we support you:

Making gifts and bequests can quickly become a bureaucratic feat - especially if you don't know your way around very well. We would like to answer questions such as: "In which tax class are the heirs?" or "How is the succession regulated?" together with you.

Due to the change in the inheritance tax reform on January 1, 2010 in Germany, the tax rates and tax allowances have noticeably changed for the better. You will find a brief overview in the following table (source: Steuerklassen --> German taxation laws). These allowances can be exercised every 10 years. A targeted, staggered passing on of assets in the form of gifts brings with it corresponding tax advantages, which we would not like to withhold from you.