As a childless couple, who should we leave our estate to?
As a childless couple, you face unique considerations when it comes to estate planning. In addition to providing for your partner, there are many ways to use your estate to make a positive difference and support organizations that are important to you.
Excluded from inheritance: The four ways to exclude an heir
Being entitled to inherit does not automatically mean actually inheriting. Swiss inheritance law recognizes four different ways in which persons can be excluded from the estate. The following overview shows what these inheritance exclusions are and in which situation they can be applied.
Right of residence for life partners in the will – secure protection of the living situation
A right of residence in a will can protect partners from losing their shared home. This protection is particularly important for unmarried couples, as they have no legal right of inheritance.
Euthanasia in the United Kingdom
Between October 2024 and June 2025, the “Terminally Ill Adults (End of Life) Bill” was a hotly debated topic in the British House of Commons. Finally, on June 20, 2025, the House voted 314 to 291 in favor of legalizing assisted suicide. This could soon allow the United Kingdom to take a major step forward […]
How do I properly bequeath my collection?
For collectors, collections have not only emotional value but often significant financial value as well. Especially when collections consist of valuable works of art, for example, they require particular care when it comes to estate planning. This can help avoid disputes among heirs and prevent tax disadvantages. Planning early on thus ensures that valuable collections […]
Estate planning for dementia
A dementia diagnosis changes many things in the lives of those affected and their families. It also raises questions about inheritance law. Depending on the progression of the dementia, estate planning may even become completely impossible. For this reason, it is important to address this issue carefully and at an early stage. It helps the […]
Advance withdrawal, gift or loan: Which is better?
Parents often want to support their children financially during their lifetime. There are three options to choose from: advance inheritance, gift or family loan. Each option has different legal and tax consequences.
How does the entry into force of an advance care directive work?
The advance care directive regulates who takes over your affairs if you become incapable of judgment. But how does it become effective? A step-by-step process with a specific case study shows how it comes into effect.
The potential impact of gifts on recipients of social assistance or supplementary benefits
A person who receives social assistance or supplementary benefits (EL) is faced with a key question when making a gift: Does this gift affect their entitlement to social assistance or EL? And if so, what are the specific effects?
What do parents of children with disabilities need to consider when planning their estate?
Parents of children with a mental or physical disability often ask themselves a key question when planning their estate: do they have to explicitly take their child’s disability into account when drawing up their will or inheritance contract? If so, the question then arises as to whether this could have an impact on social security […]
Inheritance and social inequality
The discussion about the introduction of a federal inheritance tax is a topic that has been controversially debated in Switzerland for years – and the initiative submitted in spring 2024 means that the topic is unlikely to lose any of its topicality in the future. A key question is whether and how inheritances contribute to […]
The mortgage
Buying a property is a key life ambition for many people, but financing this dream often raises questions. One of the most common forms of financing used for this is the mortgage. But how exactly does a mortgage work? How much mortgage makes sense at different stages of life, and what happens when mortgage debt […]
Who becomes guardian if both parents die?
The idea of a child growing up without parents is not a pleasant one. To protect them, however, the law regulates who takes responsibility (guardianship) for an orphan. To a certain extent, it is also possible to take individual precautionary measures. It is always advisable for parents to think about this.
Similarities and differences in inheritance law in Germany, Austria and Switzerland
Germany, Austria and Switzerland have relatively similar legal systems in a global comparison. At the same time, the differences that exist between the regulations in detail should not be underestimated. This also applies to inheritance law. In the following text, we will show you the most important similarities and differences between the three countries.
Gifts and advance withdrawals: does it make sense for me?
Young people usually have both time and energy, but often lack the money. Many parents would therefore like to make a large financial or material contribution to their children during their lifetime instead of leaving them an inheritance after their death. Read here about what you should bear in mind when making an advance inheritance […]
What happens after the will has been opened?
Under Swiss inheritance law, several steps must be taken after the will has been opened before the estate can be fully settled and distributed. This procedure can be lengthy under certain circumstances and is associated with costs. This article is intended to give you a rough overview of the procedure after the will has been […]
Favoring the lawyer in the will
It happens time and again that a person wishes to make a last will and testament to the lawyer or notary they trust. In this guide, we explain whether this is permissible and what you need to bear in mind.
What is a severability clause?
When writing a will, it can happen that errors creep in that render the will or individual provisions invalid or even void. The use of a so-called severability clause can provide a remedy.
What does assisted suicide cost and who pays for it?
Switzerland is known for its liberal regulations on euthanasia and assisted suicide, but also for high prices and expensive services. In this text, we explain the main procedures and associated costs of assisted suicide.
Death benefit insurance: what does it do for me?
With whole life insurance, you can provide financial security for your surviving dependants in the event of your death. You decide for yourself who you want to insure and for how much. Insurance companies advertise great protection for minimal premiums. However, not everyone benefits equally from death insurance.