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Although France has not negotiated any inheritance agreements for several years, cross-border transfers of assets are increasingly exposing families to...

A new study conducted by Banque Transatlantique and CerPhi compares philanthropic behavior in France and the United States. It challenges the...

A recent home insurance case illustrates how a policyholder’s proactive approach can help reduce the cost of a claim, while also raising the question of flexibility...

Drafting a beneficiary clause in a life insurance policy is more complex than it seems. A recent case illustrates a common pitfall: the waiver...

When a bank declares a loan to be due and payable, does the borrower’s insurance continue to provide coverage in the event of a subsequent claim? A recent case...

Often viewed as a technicality, the partner checking account is now gaining particular appeal. Against a backdrop of lower interest rates...

When it comes to mortgage insurance, a single claim is not enough to trigger the statute of limitations. Case law is clear: the countdown does not begin...

The exodus of wealthy taxpayers is a recurring topic in French public debate. But what do the numbers actually show? A study by the Council for Analysis...

Since September 2025, married couples and civil union partners no longer share the same withholding tax rate. Each partner is now subject to a separate rate...

As of September 1, 2025, phased retirement is once again available starting at age 60. This program allows employees to reduce their working hours...

As of September 1, 2025, all energy performance certificates (DPE) must include a QR code. This change is intended to increase the transparency of a...

Although little known to the general public, the Ficoba and Ficovie files play a central role in financial and estate transparency. The former lists all...