Inheritance planning is essential for the equitable distribution of one’s assets and the protection of loved ones, avoiding disputes and burdens on the heirs.

During the inheritance planning of their client’s assets, the independent financial advisor sets the guidelines for an appropriate will, utilizing the collaboration of accountants, lawyers, and notaries. Especially in complex situations and with multiple heirs, the support of the independent financial advisor enables the preparation of an effective succession plan and the optimization of related taxes.