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Early inheritance and estate planning provides clarity and helps prevent potential disagreements among heirs. It ensures that your assets are passed on according to your personal wishes and are not left to chance.
Over the course of your life, you accumulate various assets – for example, your home, which you maintain with care. But what happens to them after your death? Who should inherit your assets, and how is your family financially protected?You own or acquire various assets throughout your life. For instance, your residential property: you take care of it and make sure your home is well maintained in a responsible manner.
A timely inheritance plan provides clarity. It gives you the confidence that your assets will be passed on according to your personal wishes. At the same time, clear instructions help prevent uncertainties or conflicts among your heirs. Swiss inheritance law offers numerous planning options. That is why it is worthwhile to consider your estate early and discuss it within your family. Thoughtful planning ensures transparency and peace of mind during an emotionally sensitive time.
Take advantage of the flexibility for an individual solution; together, we address the following topics:
Inheritance and Estate Planning
We help you plan your estate proactively, legally securely, and in a tax-efficient manner.
Marriage and Inheritance Contracts
We advise you on tailored contractual solutions for couples and inheritance communities.
Cohabitation Situation, Cohabitation Agreement
We show you how to secure your partnership both legally and financially.
Inheritance Advance and Gifts
We help you transfer assets during your lifetime in a meaningful and tax-efficient way – legally secured and tailored to your personal situation.
Independent Portfolio and Securities Analysis of Existing Investments
We review your securities objectively and identify potential areas for optimization.
Usufruct Right
We demonstrate how you can transfer assets while retaining both usage and control.
Intergenerational Agreement
We support you in intergenerational wealth planning with clear agreements.
Beneficiaries
We advise you on the targeted designation of beneficiaries, whether individuals or institutions, within your estate planning.
Executor Services
We assist you in planning competent executor services that reliably carry out your wishes.
Advance Directive
We ensure that your personal and financial interests are professionally protected in the event of incapacity.
Living Will
We assist you in clearly and individually defining medical measures for emergency situations.
Asset Protection through "Stiftung Light"
We show you how to protect your assets and transfer them purposefully using a simple foundation solution.
As holistic yet fully independent advisors, we guide you from the very beginning. We provide straightforward, tailor-made support designed to meet your individual needs.
