Estate planning

Estate planning allows one to preempt many of the adverse consequences linked to the bequeathing of one’s assets after death.

In that respect, it is important to:

• identify who your legal heirs are;
• determine the reserved share of certain heirs, such as the surviving spouse, children, or parents (when there are no children);
• determine if drafting a will is necessary and, if so, to determine its content;
• determine the amount of the gift should any part of the estate be donated;
• prepare the transfer of your business;
• identify the nature of your estate and minimize all costs and fees.

The planning can also occur on a more personal level and be the occasion to express your preferences regarding:

• the choice of a guardian for under-age children ;
• therapeutic obstinacy, artificial prolongation of life and euthanasia ;
• the protection of more fragile heirs, in particular those suffering from a mental or physical disability.