Our advice on estate planning

Jacques wishes to pass his share of their main residence to his wife, to protect her. He also wants to preserve the rights of his children from his first marriage and make gifts to his grandchildren.

Karine LOUVRIER-MAURIN, associate at Althémis Nantes, gives her advice, in particular on :

• drawing up a will
• donation by death
• life insurance policies
• trans-generational gift to reward grandchildren
• third-party administrator for assets given to grandchildren while they are minors

Read the article in French on Le Figaro newspaper: Nos conseils à Jacques pour léguer son patrimoine en protégeant sa femme et les enfants de son premier mariage