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Define the right wealth strategy

Define the right wealth strategy

Septembre 2023

Sophie CHUPIN, Notaire Althémis Nantes, was consulted by Le Particulier for its section A heritage under the microscope. She gives her advices to define the right wealth strategy for a couple who wish to sell their apartment and buy a house in the west of Lyon:

  1. sell before buying
  2. sign an act specifying the origin of the funds
  3. put money aside

This article is only available in French.