Juristische und steuerrechtliche Beratung für Erblasser zum Thema Erbfolge Wer zu seinen Lebzeiten ein privates Vermögen aufgebaut hat oder familiäres Vermögen erhalten und gemehrt hat, möchte dies auch in Zukunft im Verband der eigenen Familie beziehungsweise Erben wissen. Erklärtes Ziel ist es hierbei selbstverständlich, das eigene Vermögen zu erhalten, ohne durch den Fiskus oder eventuelle Erbschaftsstreitigkeiten […]
Gifts inter vivos are also taxed like inheritances – both are regulated in the same law, the Inheritance Tax Act: When assets are transferred, the inheritance tax allowances of 307,000 euros for the spouse, 205,000 euros for children and children of deceased children and 51,200 euros for other grandchildren – every 10 years – are […]
How to ensure the continuity Germany, the country of medium-sized companies, owner-managed family businesses and difficult company succession. There is hardly a country that boasts as much about the strength of its middle class as Germany. At the same time, however, despite all the pride in the middle class, no other “social class” is asked […]
For decades there has been the training as Financial-Planner (financial planner), Estate-Planner (succession planner) and for some years now as Generation Consultant with IHK certificate. Surely only the trainers will make money from this for the time being. At second glance, it is a guide to the violation of the Legal Services Act (RDG) and […]
Tax advantages even in times of crisis If business successors want to or have to restructure the parental business, there is a risk of a tax burden. The same applies if a deserving employee is given the business free of charge. In many cases, it is therefore worth considering whether a foundation is the better […]
An advisor to private wealth clients is familiar with “anticipated inheritance.” Every ten years, the usual allowances for spouses and children – via chain gifts also from grandparents to grandchildren can be used. What is less well known is that this inheritance tax ten-year rule can also be applied after death. This also multiplies the […]
– How to save thousands of dollars every year with good nerves and advice? – The “last chance for privately insured people” is advertised en masse on the Internet, through ads that lead to the tariff change broker. For a few thousand euros the premium is lowered, by a tariff change. Two horse feet […]
– Why insurance contracts should be held by shareholders – For family entrepreneurs, the risk of insolvency has an annual probability of around 1%. Then an insolvency administrator takes over the management of the business, whereby a conflict is pre-programmed if the interests of the former managing director are different from those of the […]
Private pension provision and its pitfalls Anyone who wants to take out insurance for old age cannot afford to ignore a private pension plan today. The standard of living with the statutory pension in the future is doubtful. A well thought-out concept for a private pension scheme is therefore equally important for self-employed and employees. […]
Your lawyer in Munich Your lawyer in Munich Dr. Johannes Fiala Law firm in profile The law firm Dr. Fiala, based in Munich / Nymphenburg, advises and supports private and corporate clients. As a law firm we pursue a holistic approach that always safeguards your interests and is solution-oriented. Thanks to our extensive network, we […]
