The legal aspects of your life play a key role in your financial plan. In addition to defining your personal status, they determine your rights and obligations towards the people in your immediate and extended family circle. For example, the type of conjugal relationship you are involved in (if any), your matrimonial regime and your family patrimony have a direct bearing on the ownership and transmission of your property, so it’s essential to understand their impact.
Marriage and civil union
Together with your financial planner, you can examine the legal implications of your relationship, from a personal, professional and business standpoint. The question of family patrimony is crucial, since in the event of separation or divorce, the rules governing it will determine how the property accumulated during your relationship will be partitioned. The case of de facto spouses requires special analysis, particularly if the union includes children.
Protection mandate
Your legal considerations also concern the mechanisms for protecting minors and incapable adults, and the different types of protection mandates available. In these cases, whether you’re acting as mandatary for a loved one or you yourself become incapable, knowing your rights and obligations is essential to your quality of life.
Specialized services tailored to your needs
- Our notaries can advise you on more complex legal issues and help you make informed decisions.
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