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We would like to introduce our "Inheritance Procedures and Strategies" services. Our mission is to eliminate so-called "family disputes" that can arise from inheritance, which can tear families apart, and to increase "smiling inheritances." We are involved in numerous inheritance and business succession strategies. As the first step towards a smiling inheritance, we encourage you to undergo an "inheritance diagnosis" to understand the current state of your inheritance and to propose effective measures tailored to your specific issues. 【Services related to inheritance procedures】 ■ Inheritance tax declaration ■ Secondary inheritance strategies ■ Assistance with inheritance procedures ■ Collaboration with various professionals and experts *For more details, please download the PDF or feel free to contact us.

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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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We would like to introduce our "Inheritance Diagnosis" service. As a feature, we conduct interviews to understand the current situation and issues, gathering fundamental information from the individual regarding "heirs," "inheritance assets," and "intentions or thoughts about inheritance." Additionally, we will organize and verify this information. Since relying solely on the information gathered from the individual may lead to inaccuracies in the diagnosis, we also conduct thorough background research. 【Features】 ■ Starting with interviews ■ Conducting an "inheritance health check" ■ Insights gained from the inheritance diagnosis: - Heirs - Inheritance assets - Inheritance tax - Issues *For more details, please refer to the related links or feel free to contact us.

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We would like to introduce a case related to "things to consider when adjusting the balance of inheritance division through the receipt of cash." When it is not possible to share a single property among multiple heirs, the balance of the division can be adjusted through the receipt of cash, and the methods used at this time are compensation division and liquidation division. In this case, since the amount of compensation is not determined and it is stated that the sale proceeds will be divided into thirds, it would be considered that the liquidation division was chosen. Therefore, before the sale, it will be necessary to register the property for the heirs to share. [Case Summary (Partial)] ■Specific Reasons - When it is not possible to share a single property among multiple heirs, the balance of the division is adjusted through the receipt of cash. - The methods used at this time are compensation division and liquidation division. *For more details, please refer to the related links or feel free to contact us.

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We would like to introduce a case where we responded to a consultation about wanting to rewrite a joint will that a couple had previously created. The will stated that "all assets should go to the spouse." Our calculations revealed that if a first inheritance and a second inheritance occurred, and a certain amount of assets were inherited by the children in the first inheritance, the inheritance tax would be approximately 30 million yen higher compared to the current will. During a family meeting, we decided on the division of assets and not only addressed the issue of inheritance tax but also revisited the fundamental aspect of the will, which is "who do we want to leave which assets to." As a result, we were able to create a will with a division of inheritance that all family members agreed upon. [Case Overview (Partial)] ■Specific Causes - A will was created stating "all assets to the spouse." - If the will remains as is and a first and second inheritance occurs, the inheritance tax would be approximately 30 million yen higher compared to a scenario where a certain amount of assets is inherited by the children in the first inheritance. *For more details, please refer to the related links or feel free to contact us.

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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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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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We would like to introduce a case where our company utilized the inheritance tax settlement system to transfer shares. Company A was established 30 years ago when the individual, referred to as Kō, incorporated the real estate rental business that Kō had been operating personally. Now that Kō has turned 65, it has been decided to transfer Company A to Kō's child (40 years old). An effective method for this transfer is through a gift, as it allows for the timing of the share transfer to be determined at will, similar to a sale, and there is no need to prepare funds for the purchase of shares as would be required in a sale. [Case Overview (Partial)] ■ Consultation Details - Company A was established when Kō incorporated the real estate rental business he had been running personally. - The company's performance has been sluggish, and the stock price, which was 600,000 yen per share five years ago, has fallen to two-thirds of that. - Kō has turned 65 and has decided to transfer Company A to Kō's child (40 years old). *For more details, please refer to the related links or feel free to contact us.

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We would like to introduce a case where we assisted someone who said, "I was designated as the executor of my uncle's will, but I don't know what to do." The client had agreed to be designated as the executor when his uncle created a notarized will, but he was completely unaware of what the executor was supposed to do or what needed to be done. In this case, since the only legal heirs were the siblings of the deceased, the family registry investigation alone took about two months. If someone unfamiliar with the process collects the family registries, it may take even longer. [Case Summary (Partial)] ■ Specific Reasons - The client had agreed to be designated as the executor when his uncle created a notarized will. - He was completely unaware of what the executor was supposed to do or what needed to be done. *For more details, please refer to the related links or feel free to contact us.

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We would like to introduce a case where we handled an inheritance tax declaration just before the deadline. Despite attempting to prepare the inheritance tax return, the situation became critical with less than two months until the deadline, leading to concerns that it might not be possible to complete it. Consequently, we considered urgently requesting the assistance of a tax accountant. We searched for a judicial scrivener who has a succession consultant capable of adjusting their schedule, and we managed to finalize the signing and sealing of the estate division agreement and confirm the contents of the inheritance tax declaration just one week before the deadline. [Case Overview (Partial)] ■ Situation at the time of request - All supporting documents were retained, and while the overview of the assets was known, the details were unclear. - We created and presented three estimates based on the total asset value from the overview. - We provided a list of necessary documents and communicated the urgency of preparing to send the documents to any tax accountant, regardless of whether they would request our services. *For more details, please refer to the related links or feel free to contact us.

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We will introduce a case in response to inquiries such as, "There is an heir with a disability certificate; will this affect the inheritance tax declaration?" The heirs are the client's mother, younger brother, and the client themselves, totaling three people. It was discovered that the younger brother holds a disability certificate, which raised the possibility of the inheritance tax being zero. As a result, we were able to reduce the inheritance tax amount to zero by deducting the amount that could not be fully offset from the younger brother's inheritance tax from the inheritance tax amounts of the other heirs. [Case Summary (Partial)] ■ Specific Causes - The heirs are the client's mother, younger brother, and the client themselves, totaling three people. - It was discovered that the younger brother holds a disability certificate. - The possibility of the inheritance tax being zero emerged. *For more details, please refer to the related links or feel free to contact us.

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We would like to introduce a case where we provided consultation regarding partitioning and final tax returns. Partitioning refers to a method of dividing an estate by disposing of it (liquidating) to avoid shared partitioning, with the premise of distributing the proceeds. If there is inheritance tax incurred in relation to the inheritance of your home, this can be taken into account when calculating capital gains tax. 【Case Summary (Partial)】 ■Consultation Details - During the inheritance division discussions for my mother’s estate, I acquired the home through a partition with my younger brother. - It was specified in the inheritance division agreement that I would give half of the remaining amount after deducting various expenses from the sale proceeds to my brother. - Now that the home has been sold, is it sufficient for only the seller to handle the procedures for the final tax return? *For more details, please refer to the related links or feel free to contact us.

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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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