Donation, Succession, Démembrement : Tout savoir pour transmettre son patrimoine !

In this episode, we welcome Cherryl to discuss a topic that concerns everyone: estate planning! 💡 Gifts, usufruct, life insurance, wills… she explains the essential tools and tax breaks you need to know to wisely pass on your assets to your loved ones. 📊 On the agenda: the difference between gifts and inheritance, how usufruct works, why life insurance remains essential in 2026, and why unmarried couples absolutely must consider this topic. ✅ A practical and accessible episode to help you plan your estate transfer with peace of mind. _______________________________ 📅 New: 4 types of appointments to discover Book yours now 👉 https://maslow.immo/nous-contacter/pr... 💡 INVESTMENT CAPACITY SIMULATOR 💡 Estimate your investment capacity in less than 2 minutes! https://maslow.immo/simulation/?utm_s... 📩 Want to go further? Receive our monthly tips, studies, and selected programs https://blog.maslow.immo/inscription-... _______________________________ 🚀 What is Maslow.immo? 🚀 🖱️ 100% online process: From property search to rental management, everything is done on a single, intuitive platform. No more juggling different service providers! 🏡 A wide catalog of properties: With the “Maslow score,” each property is rated based on criteria such as energy efficiency, location, and rental demand, helping you make an informed choice. 📞 Personalized support: Although the process is entirely digital, you're never alone. Dedicated advisors are available at every stage to help you make the best decisions. 💸 Integrated Financing: You have access to a mortgage brokerage service directly on the platform. Easily find the ideal financing thanks to Maslow's partner brokers, who will guide you to maximize the profitability of your investment. 🔄 Simplified Property Management: Once you have acquired your property, Maslow takes care of the property management: tenant search, administrative management, rent collection, etc. You can track the performance of your investment via an online dashboard. ❌ No Acquisition Fees: Unlike other platforms, Maslow does not charge investors any fees for its services. Their income comes from the profit margins of real estate developers, which helps reduce your entry costs into the real estate market. _______________________________ #realestate #investment #notary #taxation ⏲ Chapters ⏲ 1:18 = Introduction to Cherryl 2:29 = Gift or inheritance: what's the real difference when transferring your assets? 3:23 = Simple gift, shared gift, manual gift, customary gift: how to navigate them? 6:22 = Tax allowances for inheritance: which ones are essential to know? 10:56 = Splitting ownership rights: how does it work and when should you use it? 13:40 = When is splitting ownership rights not recommended? 15:18 = Beyond real estate, what assets can be split? 23:04 = Life insurance: why does it remain a preferred estate planning tool in 2026? 28:02 = Unmarried or cohabiting couples: why are they the most tax-exposed? 30:57 = Wills: how do they work and what are they really for?