Erben und Vererben – Cover

Erben und Vererben

Vorsorgen, Vermögen übertragen und den Erbfall richtig regeln

Achim Brieden · bense.com GmbH, Dortmund

This book explains how to shape your estate, transfer assets during your lifetime, and handle the main legal, tax and practical tasks after a death.

This English page is a translation of the landing page and does not imply that an English book edition exists.

About the book

The book explains the main questions around estates, wills, intestacy and precaution in a clear, systematic way.

It covers both planning during lifetime and the inheritance that has already occurred, combining legal, tax and practical orientation.

The guide remains fully readable without the online portal. The portal adds tools to apply the book’s contents to your own situation.

Note: This book is for orientation only. It does not replace individual legal, tax or notarial advice.

Who is this book for?

What you will learn

Understand intestacy

What happens if you make no arrangements — and why the default rules rarely match your family.

Shape will and estate

From intention to a workable plan: form, content, Berlin will, contract and executorship.

Compulsory share and family setups

What disinherited relatives can still claim, and how patchwork, partners and children change the plan.

Transfer assets during lifetime

Gifts and anticipated succession — benefits, safeguards and typical risks.

Real estate and usufruct

Inherit or gift a home, family-home relief, usufruct and right of residence.

Inheritance and gift tax

Tax classes, allowances, the ten-year rule, and effects on family and business.

What to do after a death

First days, will and certificate of inheritance, accept or disclaim, community of heirs, tax return.

Special situations

Particular family and asset situations, cross-border issues, digital accounts and crypto.

Ten typical cases

Practice part with the same canonical cases as the online portal — focused on shares and consequences.

Estate planning and precaution

Checklists, common mistakes, and the path from reading to a findable plan.

Table of contents

The book edition has seven main parts plus a practice part with ten typical inheritance cases (current paperback production).

Part I — Understanding: what is at stake?
  • The five decisions
  • If you make no arrangements
  • Who can inherit
  • What belongs to the estate
  • Will, gift — or nothing?
Part II — Shaping: will, contract, compulsory share
  • Designing the estate
  • Making a valid will
  • Berlin will
  • Inheritance contract and executorship
  • Compulsory share
  • Powers of attorney and precaution
Part III — Transfers during lifetime
  • Why transfer during lifetime?
  • Securing gifts
  • Risks: divorce, insolvency, ingratitude
Part IV — House, home and assets
  • Inherit or gift?
  • Family home
  • Usufruct and right of residence
Part V — Tax, in brief
  • Inheritance and gift tax
  • Ten-year rule
  • Spouses, children, grandchildren
  • Business assets
Part VI — When someone has died
  • The first days
  • Finding the will and certificate of inheritance
  • Accept or disclaim
  • Community of heirs and division
  • Tax notice and return
Part VII — Special situations and your plan
  • Special family situations
  • Abroad, digital accounts and crypto
  • Checklists, pitfalls, advice
  • Estate check and genogram
Practice part — Ten typical inheritance cases
  • Married couple with two children
  • Patchwork family
  • Unmarried couple with a shared property
  • Single person without children
  • Owner-occupied home, little liquidity
  • Larger estate
  • Family business
  • Disinheritance of a child
  • Community of heirs with real estate
  • The inheritance has already occurred

Online companion

This book has a public companion site, Erben und Vererben. Book and portal complement each other; you choose how to work. The book remains fully usable without an account.

QR codes in the paperback point to the same production URLs — including the estate check, subject chapters and case examples.

Order the book

Paperback edition available on Amazon. No prices are listed here; please check the live Amazon product page.

ISBN: 9798172497919
ASIN: B0HJ2QN6KX

About the author

Achim Brieden

Author of this book. No extended biography is provided here.

Bibliographic details

Title Erben und Vererben
Subtitle Vorsorgen, Vermögen übertragen und den Erbfall richtig regeln
Author Achim Brieden
Production bense.com GmbH, Dortmund
Language of the book German
Format Paperback
Extent 272 pages
ISBN 9798172497919
ASIN B0HJ2QN6KX