Estate planning
Work out what you want early on
My clients put their succession plans in place in good time.
Karin Brunner
Position Estate Planning Expert
You should already take steps to ensure your wealth is passed on in a way you think is best. And you should make sure that your wishes are still respected even if you can no longer express them yourself.
This means making important decisions in good time and taking the necessary steps to divide your inheritance, create a will or inheritance agreement, put in place a power of attorney, determine successors in your company and if required, appoint a suitable executor.
My clients put their succession plans in place in good time.
Karin Brunner
Position Estate Planning Expert
Get regular updates on how to optimise your OASI, occupational and pillar 3 pensions.
Important questions about estate planning
- How should I organise my estate? This link will open a dialog window.
- How do I make sure I leave as much as possible to my partner? This link will open a dialog window.
- How can I protect my heirs from high taxes? This link will open a dialog window.
- What must I take into account with advance legacies? This link will open a dialog window.
- Blended families: How do the right people inherit assets at the right time? This link will open a dialog window.
- How do I have my estate administered? This link will open a dialog window.
- What do I need to know about powers of attorney? This link will open a dialog window.
- I have inherited some money – what should I do? This link will open a dialog window.
- What can a community of heirs do in case of disagreement? This link will open a dialog window.
- What should I look out for when setting up my own foundation? This link will open a dialog window.
- LGBT: How do I make sure I leave as much as possible to my same-sex partner? This link will open a dialog window.