Individuals

Trust us to guide you

Individuals

Trust us to guide you

Estate planning: Prud’homme & Baum guides you

Planning your estateis essential to allow for the optimal organisation and management of the transfer of your assets.

There are several questions that you need to ask when planning your estate:

  • Is there a foreign element? (Nationality, position of your property in France or abroad)
  • What happens to your personal estate? What happens to your professional assets?
  • What is the optimal way to transfer them?
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rud’homme & Baum can offer you their vast experience to offer you the most appropriate solutions that take into account all the legal and fiscal aspects.

Our team will assist and advise you in your best interests: testaments, conventional gift inter vivos or gift inter vivos scheme, residual gift clauses, intergenerational gifts, marriage contracts, French civil partnerships, posthumous power of attorney, or even the choice of applicable law.

Prud’homme & Baum’s guidance is not limited to planning your estate. When death occurs, we will be there to help at every stage of managing the estate:

  • The ‘acte de notoriété’ that specifies who the inheritors are and what they are bequeathed;
  • The declaration of the estate, which requires a full review of the estate left by the deceased;
  • The different instruments that acknowledge the transferring of the property to the inheritors (property certificates, title deeds, etc.)
  • Carrying out the formalities with the different organisations and banking institutions.

Prud’homme & Baum, notaries in a Partnership, Paris,
advises and guides you every step of the way.