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Estate Planning

Efficient estate planning to ensure a smooth transfer of assets and minimize legal complexities.

 

Estate Planning: Property Inheritance & Powers of Attorney

The Inheritance matters in Switzerland are governed by comprehensive legal regulations. Collaborating with a financial advisor in this regard is important and helpful.

We help our clients in the following way:

Advance Directive: We help our clients to prepare an “Advance Directive” of their wishes and instructions if they lose the capacity to make rational decisions due to an accident, serious illness, or infirmity related to old age.

Living Will: We help our client to prepare a living will about the type of care they wish to receive or not in certain situations where a person might be unable to express, for instance in a medical situation.

Executor: We help the family members of the deceased (Hiers) in executing the “Will”.

Power of Attorney: We help old people by acting as a “Power of Attorney” in execution of their financial and legal affairs.

Legal regulations: We help you to understand legal regulations around estate, inheritance and resulting tax implications for beneficiaries.

 

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Key Considerations

  • What exactly can I include in my advance directive?
  • Where must my Advance Directive be kept?
  • What happens if I don't have a living Will?
  • What does a living will bring me and what can I determine?
  • What is the difference between Advance Directive and a Living will?

Book an initial consultation with us