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.

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.

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 […]

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.

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.

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?

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 […]