Services

Estate Planning

 

We accompany our clients in decisions regarding succession planning, both for personal and business or corporate assets.
The goal of estate planning is to transfer our clients' assets to the next generation, according to their wishes, as efficiently as possible through the creation and management of Trusts or Foundations as well as Fiduciary Headings.

During succession planning, the following questions will be addressed:

 

• What can you do now in light of a possible inability to discern?

• How do you best protect your loved ones?

• What options do you have to pass on your assets as you wish?

• What should you consider when making a donation or inheritance advance?

• How will you best pass on your wealth from a tax optimization perspective?

• What will happen to your second and third pillar assets?

 

Legal succession does not always reflect the wishes of the individual. In order for our clients to be able to pass on their assets as desired, careful succession regulation is therefore necessary.