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A family trust is a trust agreement between family members for the purpose of managing, operating, and passing on property among them. It is used especially in the aging of the population, as a means to prepare for the case when a person becomes unable to manage his/her own property due to dementia or illness, or to ensure the smooth succession of property in the event of inheritance....

In today's economic environment, many experts suggest that simply saving money is not enough. Investing is an important way to steadily increase assets while keeping pace with inflation and interest rate fluctuations. However, investing also entails risk, so the right knowledge and strategies are necessary...

While your real estate can be a great asset at the time of inheritance, it also carries the risk of causing inheritance tax burdens and family troubles if appropriate measures are not taken. Early measures will help you avoid future problems and reduce your tax burden. In this article, we will discuss the inheritance of real estate...

Living wills are gaining attention as a way for individuals to distribute their own assets to family members or loved ones prior to their death. It is a means of reducing the burden of inheritance taxes and ensuring a smooth transfer of assets, but it requires knowledge of the taxation system and laws, and requires systematic preparation. This article discusses the benefits of living wills and...

Gift tax is a tax imposed on the transfer of property by gift, but special rules exist for gifts made during one's lifetime. One of the most important of these rules is the "living gift addition," which means that the gifted property is added to the estate when the donor dies. If the property donated during the donor's lifetime is added to the donor's...

Several preferential systems are in place in Japan to protect the residence and livelihood of spouses in inheritance. Spousal residency and short-term spousal residency are systems that ensure that a spouse can continue to live in a familiar home with peace of mind. In addition, there is a system of exemption from bringing back special benefits, gift tax distribution...

Inheritance tax is a tax that arises when a family member or loved one passes away and inherits their property. However, for many people, inheritance tax is often perceived as complicated and difficult to understand. In particular, since the 2015 law was amended to significantly expand the taxable estate, many families are now directly...

What is the 20 Million Yen Problem in Old Age? First, let's look back at the "20 Million Yen Problem" referred to in the report "Asset Formation and Management in an Aging Society" submitted by the Market Working Group of the Financial Services Agency's Financial System Council on June 3, 2019. The report states that the average elderly couple unemployed household...

Most people know that investing involves risk. On the other hand, few people seem to understand the true meaning of "risk" and which financial instruments carry what level of risk. I want to make money fast! I want to hit the jackpot!" I want to make money as soon as possible!