Consultancy

Real Estate Inheritence

You are seeking guidance in a challenging and complex process with countless interfaces to various professionals. From lawyers to tax advisors, property appraisers, and real estate agents, you need to make numerous clarifications. You want a best-practice approach that allows you to handle or pre-plan the inheritance of real estate step by step with the same point of contact.

In our specialized advice for real estate inheritances, we combine our expertise in a holistic process. Right from the start, we can provide you with competent advice on all questions relating to real estate inheritance from a single source. You can save time and costs that you would normally have to spend on obtaining and coordinating various expert opinions. We can advise you on the legal aspects of the inheritance (during the planning stage or after the inheritance has taken place). Our tax team will show you the tax consequences of the inheritance or advise you on how to deal with advance inheritance payments or profit and property gains tax.

We can assess the market value of your property and, if necessary, provide expert reports for court proceedings. Additionally, we can outline the advantages and disadvantages of selling the property or converting it into condominium ownership. Finally, our property management can offer continued administration for your real estate portfolio as a community of heirs or our brokerage can facilitate sales. We provide you with an all-in-one package addressing every aspect of real estate inheritance.

Interpretation

Gain an overview of the situation. Understand ongoing projects and build up an initial capacity to act as a community of heirs.

Legal matters

Understand the possibilities of matrimonial property disputes. Understand the significance and impact of wills, inheritance contracts and advance inheritance payments.

Valuation

Know the current market value of the real estate portfolio. Obtain a clear overview of the portfolio's income and liabilities.

Tax matters

Understand the tax consequences of the inheritance or any sale of the inherited property. Making optimal tax decisions on how to proceed.

Division of inheritance

Draw up the basis and contracts for the division of the estate. Coordination with the authorities involved or any executor.

Sale (option)

If the community of heirs decides to sell, professional preparation of the marketing. Competent and personal advice throughout all phases of the sales process.

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Die Falck Gruppe AG
Ledergasse 11
6004 Luzern

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