Inheritance & Gifts
Inheritance law and gifts
People don't like to deal with death, so they often put off writing a last will and testament.
But especially if you want to transfer your assets to the next generation securely and without significant loss, or if the statutory succession does not meet your expectations, qualified advice on drawing up a will is strongly recommended.
Although it is possible to draw up a will yourself, many pitfalls in inheritance law are unknown to a layperson and can lead to the will not being executed as the testator wished.
Your notary can draft a will tailored to your individual case and protect you from various risks.
A notarized will ensures that the testator's will is implemented, as there is no risk that a notarized will will be invalid due to formal errors.
The notary knows and uses all legally secure formulations to fulfill the testator's last will and testament. The notary also ensures that the will is actually opened, which prevents the will from "disappearing."
Furthermore, the notary is available as a witness if the testator's testamentary capacity is later wrongly called into question.
To avoid such unforeseen situations, consult a notary who can advise you on the best possible inheritance tax consequences.
Your notaries, Oppelt and Erker, are always available for wills and inheritance law matters and are the right contacts in the Wiesloch region and surrounding area.
You can specify your last will, for example, with your spouse, as an inheritance contract. Unlike a will, this contract of inheritance cannot be changed without further ado.
An amendment can only be made with the consent of the other contracting party. Inheritance contracts must also generally be notarized.
The content of the inheritance contract can be, for example, that the spouses appoint each other as heirs and name the joint children as final heirs.
Donations are also closely linked to "inheritance and bequests". This means that assets can be transferred during your lifetime instead of through succession.
By donating or anticipating inheritance, donation or inheritance tax allowances can be utilized several times to save future heirs' high tax claims.
In addition, claims to a compulsory portion by third parties can be minimized under certain conditions.
As an expert in inheritance and real estate law, the notary will provide you with comprehensive advice and draft a contract that meets your needs.
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Oppelt & Erker
Together with our experienced team, we are available for notarial advice in all areas. Feel free to contact us anytime if you have questions or need help. We are here for you and will be happy to help.
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