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Inheritance Planning Services Product List

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[Inheritance Diagnosis and Countermeasure Case] Inheritance Measures for Individuals

[Inheritance Diagnosis and Countermeasure Case] Inheritance Measures for Individuals

When preparing end-of-life arrangements for an individual, it is important to ensure that they understand the creation of wills and contracts!

We would like to introduce a case in which we addressed the consultation, "I plan to remain single for life. I want to take measures considering what might happen to me in the future." The consultant is single for life, and the only presumed heirs are their siblings. They wish to leave their assets to their niece, who cares about them. As a solution, they decided to create a notarized will bequeathing all their assets to their niece and to enter into a property management contract, a voluntary guardianship contract, and a posthumous affairs delegation contract with a trusted inheritance consultant. [Case Summary (Partial)] ■ Specific Reasons - Single for life, with only siblings as presumed heirs - Wishes to leave their assets to their niece, who cares about them - Does not want to burden relatives too much if something happens to them *For more details, please refer to the related links or feel free to contact us.

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[Inheritance Diagnosis and Countermeasure Case] Parents' Inheritance Measures

[Inheritance Diagnosis and Countermeasure Case] Parents' Inheritance Measures

Consultation from children regarding inheritance measures! The inheritance measures of the deceased are extremely important.

We would like to introduce a case in which we provided consultation on inheritance planning for parents. The assets in question are real estate and savings. The inquiry was about how to divide the inheritance in a way that minimizes inheritance tax as much as possible, while ensuring that all heirs receive something. In the case where "the sisters inherit the real estate and the mother inherits the savings," it resulted in no inheritance tax being applied due to the special provisions for small-scale residential land, both in the first and second inheritance. [Case Overview] ■ Consultation Details - The father's health has rapidly deteriorated, and it is a situation where inheritance could begin at any time. - The client wanted to know if inheritance tax would apply, and if so, how to divide the assets to minimize the tax. *For more details, please refer to the related links or feel free to contact us.

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[Inheritance Diagnosis and Countermeasure Case Studies] Utilizing Family Trusts as a Measure Against Dementia

[Inheritance Diagnosis and Countermeasure Case Studies] Utilizing Family Trusts as a Measure Against Dementia

Communicating 'what needs to be conveyed in advance' to the family that will carry on those feelings leads to a legacy of smiles!

We would like to introduce a case in which we provided consultation on the use of family trusts as a measure against dementia. Due to significant concerns about dementia, it was anticipated that the voluntary guardianship system or the use of family trusts would be necessary. First, to confirm the target assets, we created an inventory of assets and conducted an estimation of inheritance tax. Ultimately, once all family members were satisfied, our administrative scrivener collaborated with a judicial scrivener to create and witness a notarized will and a notarized family trust agreement, concluding the measures taken. [Case Summary (Partial)] ■ Specific Causes - Currently, materials are being submitted to the consulting tax accountant with the support of the mother. - In the future, considering the consultation situation, it is being contemplated that the son will handle negotiations with the consulting tax accountant. - Due to significant concerns about dementia, it was anticipated that the voluntary guardianship system or the use of family trusts would be necessary. - First, to confirm the target assets, we created an inventory of assets and conducted an estimation of inheritance tax. *For more details, please refer to the related links or feel free to contact us.

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Inheritance measures

Inheritance measures

Inheritance issues vary from family to family! We offer a wide range of services in the field of inheritance.

We would like to introduce our "Inheritance Planning" services. It is important to properly address three key aspects: "Can the inheritance tax be paid?", "Can the heirs divide the assets without conflict?", and "Is there preparation for dementia?" Our company offers services such as "Inheritance Diagnosis," "Inheritance Tax Filing," "Tax Audits," and "Creation of Heir Relationship Charts and Asset Inventories." 【Service Details】 ■ Heir Relationship Chart ■ Asset Inventory ■ Inheritance Diagnosis ■ Inheritance Tax Filing ■ Tax Audit *For more details, please refer to the related links or feel free to contact us.

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