Study and preparation of the partition notebook, including the prior analysis of the tax implications, as the way in which assets are allocated, both in the preliminary phase of dissolution and liquidation of the community property, if applicable, and in the inheritance allocations, significantly affects the tax costs of the inheritance. We prepare various scenarios to assess the best option.
We facilitate document management:
- Convenience. All procedures concentrated in a single interlocutor.
- We handle all the paperwork. Provide us with the accessible documents, and we take care of all the procedures, from the moment you deliver the documents to us until we schedule your appointment at the notary.
- Processing of all necessary certificates and required procedures: notarial, tax, banking, registry (Property and Civil), and judicial that may be necessary.
Succession planning: It is advisable to anticipate the future by considering possible alternatives and studying ways to save taxes while meeting the family’s objectives for transferring the estate to future heirs.
