One method is to update the will in a way that is appropriate to the current situation according to the era.
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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【Summary of Other Cases】 ■Solutions - The division of assets was decided at a family meeting. - The will was successfully created at the client's home. - The basic aspects of the will, such as "who to leave which assets to," were reviewed. - A will was created that included a division of inheritance that all family members agreed upon. *For more details, please refer to the related links or feel free to contact us.
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One Stop HOP Co., Ltd. is a company that provides comprehensive management consulting services. By collaborating with tax accountants, social insurance labor consultants, administrative scriveners, judicial scriveners, and lawyers, we offer suitable solutions from various perspectives of legal affairs, taxation, and labor. To achieve truly results-oriented consulting, we will have you undergo a "Growth Company Diagnosis" to clarify management issues, and we will propose consulting that fits the resolution of those issues.
