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An unexpected inheritance: Julia inherits from her uncle Leo

The situation: When Julia contacted us, she had many questions. She had recently learned that her adventurous uncle Leo had died and named her an heir in his will. Although she was grateful for some bequests, she knew little about his financial estate, including possible debts and inheritance taxes.

What to do with the inheritance: accept, reject, or accept beneficiary?

The issue: Another lawyer, who was initially in charge of Uncle Leo’s estate, gave Julia an important choice to make: accept the estate, reject it or choose to accept it beneficiary. She came to us for clear and understandable advice.

Clear inheritance advice: how we protect Julia from unforeseen debts

Our role: We took the time to educate Julia about the pros and cons of each option. We explained exactly what beneficiary acceptance means and how it can protect her from unforeseen debts and inheritance taxes. Thanks to our guidance, Julia chose beneficiary acceptance, so she did enjoy the benefits of the inheritance without the burdens.

A secure inheritance: Julia’s protected position thanks to beneficiary acceptance

The result: As we and Julia had anticipated, Uncle Leo had left significant debts. Thanks to the choice of beneficiary acceptance, which she made based on our advice, Julia was protected. Creditors could not approach her for payment and had to set their sights on Uncle Leo’s estate.

What can you do? Contact us for advice on accepting or rejecting inheritance

Do you also want to be protected against unforeseen inheritance risks? Learn more about accepting or rejecting inheritance. In addition, we can help you with various inheritance issues, read more about our inheritance law section.