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65年ぶり！生前贈与ルール大改正完全対応版 自分と家族の生前の整理と手続き 弁護士・税理士が教える最善の進め方Q&A大全
- Narrado por: 日暮 哲也
- Duración: 7 h y 57 m
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65年ぶり！生前贈与ルール大改正完全対応版 自分と家族の生前の整理と手続き 弁護士・税理士が教える最善の進め方Q&A大全
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Resumen del Editor
高齢者だけでなく若く元気な人でも事故で突然命を落とすことがあります。そんなとき、配偶者や子供が困らないように、50代60代から行っておくべき生前の整理と手続きがたくさんあります。
資産家であれば生前贈与や相続対策が求められますが、資産1000万円以下の人にも相続トラブルが多発しており、相続に備える生前の整理と手続きは誰にも必要です。
例えば、預貯金・株式・債券・生命保険・不動産・家財など全資産の資産目録を作り、不要な資産は解約または処分します。
金融機関の口座を１つに整理するだけでも、家族の相続手続きはかなりラクになるのです。
また、預貯金の通帳・印鑑・カードの保管場所、暗証番号、借入金や連帯保証の有無と金額、遺言書の有無と保管場所に加え、認知症や植物人間になったときの医療の希望、お墓や葬儀の希望などを家族にきちんと伝えておく必要があります。
最近は、パソコンやスマホの契約やデータなどのデジタル遺品やネット銀行・ネット証券・暗号資産を巡る相続トラブルが増えており、これらを生前にどう整理しておくかも大きな問題となっています。
本書は、こうした生前の整理と手続きを進めるときに必ず生じる150問に「一問一答式」で図解やマンガを駆使してわかりやすく解説しています。
難解な法律用語もかみ砕いて解説しているので、法律や税金に不慣れな人でも一から学べる入門書です。
家族に伝えるべき情報の書き忘れを防ぐ「３大書き込みシート」「エンディングノート」つき！ 2024年１月施行の生前贈与ルール改正に完全対応！
本タイトルには付属資料・PDFが用意されています。ご購入後、PCサイトのライブラリー、またはアプリ上の「目次」からご確認ください。
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