Estate planning
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Structured estate planning – securing assets across generations
Forward-looking arrangements today provide the clarity needed to avoid future complications and significantly ease the burden on your relatives. This gives you the assurance that your personal wishes will be respected and your values preserved for generations to come.
The advantages for you
- Independent and comprehensive estate planning in accordance with your wishes and within the legal framework
- Avoidance of complications: Structured planning significantly reduces difficulties for your surviving dependants.
- Individual support: We assist you with contract content, wording and compliance with formal requirements.
- A carefree future: Feel secure by settling complex family and financial matters at an early stage.
Why planning ahead is the key
The extent to which you can distribute your own estate based on your own wishes is subject to statutory restrictions. In the majority of cases, however, there is considerable leeway for making adjustments based on your own wishes. This applies all the more so in cases involving complex family and financial situations.
Structured estate planning can avoid or alleviate a large number of complications. When it comes to their own death, people generally tend to procrastinate too often and for too long. If measures are taken too late, this can ultimately lead to the assets not being passed on as the individual might have wished.
Our expertise
Our experts and partners are on hand to support you with their expertise and experience and to provide you with comprehensive advice on pension-related matters. In addition to our financial and retirement planning, estate planning is a key aspect you will want to address if you want to enjoy peace of mind as you look ahead.
As part of the estate planning process, our experts illustrate how your inheritance would be handled by law if no measures were taken. Based on your personal wishes and the legal options available, the next step involves working with you to plan the optimisation measures and implement them in the right form (marriage/inheritance contract, will).
Arrange a consultation
Simply contact us by telephone or directly via the contact form to arrange a personal consultation.
Arrange a consultation
Simply contact us by telephone or directly via the contact form to arrange a personal consultation.
The complexity of what happens after a death varies depending on an individual’s marital status, family and financial situation. At any rate: anything that was planned while the person was still living makes the situation for the heirs more straightforward.
The extent to which you can distribute your own estate based on your own wishes is subject to statutory restrictions. In the majority of cases, however, there is considerable leeway for making adjustments based on your own wishes. This applies all the more so in cases involving complex family and financial situations.
Nowadays, physical assets can be digitally tokenised. This offers several advantages. First, it makes transferring ownership and partial ownership straightforward and inexpensive. Second, the new technology allows for greater flexibility. This is because the assets can be distributed among several individuals as an initial step, without other beneficiaries necessarily having to receive a payout. If need be, it is also easy to swap owners around at a later date, as corresponding tokens are simply added to the portfolio just as conventional securities would be.
Structured estate planning can avoid or alleviate a large number of complications. When it comes to their own death, people generally tend to procrastinate too often and for too long. If measures are taken too late, this can ultimately lead to the assets not being passed on as the individual might have wished.