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How to make a legacy

The legacy is a clause of the will through which the author of a will bequeath all or part of their good to one or several beneficiaries after their death. State-approved associations or foundations, such as the och Foundation, can be named as beneficiaries for legacies, without paying inheritance tax.

Which good can I bequeath ?

You can choose to bequeath movable goods (furniture, jewels, art pieces, a sum of money, an investment portfolio) or real property (land, house, flat).

Which are the potential types of legacies ?

  • The universal legacy : if you do not have any forced heir (surviving spouse or children), you can bequeath your whole inheritance to the Foch Foundation.
  • The legacy by original title : it concerns a category of goods. It can be all your furniture, a definite part of our inheritance or securities.
  • The specific legacy : it consists in bequeathing a precise good, such as a flat or a definite sum of money.

For the legacy by original title and the specific legacy, forced heirs remain beneficiaries of an irreducible part of the inheritance, which cannot be part of the legacy.

How to make a legacy to the Foch Foundation?

To be legally valid, the will must be hand written, dated and signed (holograph will), or dictated to a notary, in the face of witnesses (authentic will).
We recommend you contact a notary, who will guarantee the respect of your last wills.

You can modify or cancel your will any time.

For more information, you can contact Pascale Diverrez, who is Responsible for legacies and donations and will answer all your questions in strict secrecy.

 

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