Tag: question-to-an-expert
Are cohabiting partners subject to the IFI together?
Question to an expert We are cohabiting, do we have to declare our joint real estate assets? The real estate wealth tax (IFI) is due by individuals if the net…
Can you give an interest-free loan to one of your children?
Question to an expert I want to lend money to my son, do I have to charge him interest? If a loan of more than 1,500 euros is granted between…
Accumulation of employment and retirement or gradual retirement, how to choose?
Question to an expert What is the difference between taking a gradual retirement and combining employment and retirement? Combined employment and retirement and progressive retirement both allow you to receive…
What precautions should be taken when giving money to children and grandchildren at Christmas?
Question to an expert I plan to write a check to my grandchildren for the holidays, how much can I give? Christmas is an opportunity to give money to your…
can you modify your beneficiary clause at any time?
The beneficiary clause of a life insurance contract must be carefully drafted and regularly reviewed. However, it can sometimes be risky to modify it. For example, in the case of…
can I keep my company mutual insurance when I retire?
Question to an expert I am retiring, how long will I be able to keep my company’s complementary health insurance and will the price change? Article 4 of the law…
Who manages the children’s savings accounts after divorce?
Question to an expert I am divorcing the father of my children, what impact will this have on the management of their savings? Divorce does not call into question the…
Should you declare small amounts received from your parents to your estate?
Any donation, whatever its form, is in principle taxable. As an exception, the “customary gifts” mechanism allows a parent to give to a child without having to declare the gift,…
In what cases should we resort to family authorization rather than guardianship or curatorship?
Question to an expert Can I request family authorization to manage the assets of my father, whose mental faculties are deteriorating? When a person suffers a loss of intellectual faculties,…