Inheritance planning

Immediately - you (almost) can't be too early, only too late.

Inheritance and succession planning is very important for the future of the Businesses. Dealing with inheritance and succession planning at an early stage helps to ensure the long-term continuation of the businesses. Only during their lifetime can the entrepreneur (still) influence how and by whom the businesses should be managed and held operationally and financially after their death. With the appropriate holding structure, inheritance and succession planning can be simplified under certain circumstances and at the same time optimized in terms of tax law (e.g. separation of Real Estate operations or the establishment of a Real Estate AG).

In addition to the last tax return and an overview of the funds brought into the marriage and the gifts and inheritances received during the marriage, copies of the family members' IDs should also be to hand. It also helps to have a company valuation available.