Pension and estate planning
The inheritance contract
Estate planning is one of the most sensitive areas of family and inheritance law. Many people assume that a will is enough to clearly record their last wishes and avoid disputes.
The marriage contract: room for manoeuvre and planning security
Many couples find it difficult to think about legal and financial safeguards when starting out in life together. In fact, most married couples in Switzerland forgo a prenuptial agreement and remain ...
The advance care directive
You don't make important decisions at some point, but in good time. In our current series on pension planning, we present the most important measures for various life situations. In the first part, we look at the advance care directive:<br ...
Cohabitation - taxes, property, inheritance and pensions
Cohabitation is not legally regulated in Switzerland and offers contractual freedom. However, it brings with it tax and legal challenges. As an alternative to marriage, it requires individual safeguards ...
Who receives my money from the pension fund, 3a account, or vested benefits account in the event of death?
It is well known that knowledge about one's own pension assets from the second pillar is often only superficial. However, at the latest when it comes to the possibilities under pension law with regard to the ...
Home ownership in old age, sell or keep?
The most frequently cited reason for staying in a large detached house is that a rented flat would be more expensive! Whether this prejudice is actually true when you look at the overall situation, what advantages and disadvantages the two variants ...
Saving for the children
Saving and handling money are skills that children should learn early on. Financial education is an important part of education and can help children to relate to money in ...
Gift & inheritance taxes in the Basel region compared to Schwyz, Bern and Zurich
Inheritance and gift taxes, which are only levied by the cantons and not by the federal government, vary greatly from canton to canton. We have summarised the most important facts for you and ...
Real estate in the estate: A guide for real estate owners
If the testator has not left a last will and testament (will / contract of inheritance), Swiss inheritance law governs the statutory succession. What options are there to clarify everything during your lifetime, ...
