Inheritance planning

Settling the estate clearly with inheritance planning

Taking the time to plan your&nbspinheritance means implementing your will during your lifetime in a way that makes sense and reflects your own wishes.

When should I start planning my inheritance?

The earlier the better - you (almost) can't be too early, only too late.

What documents do I need to provide for inheritance planning?

It makes sense to have the last tax return, a list of the assets brought into the marriage and any gifts and inheritances received during the marriage as well as copies of the family members' IDs ready.

Are you interested in our services?

Find a contact person nearby!

Stefan Ludin

Head of Legal

Attorney at Law, holder of the Lucerne notary's patent

News and events

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News

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Blog posts on the topic

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Your home - safely into the next generation

The transfer of property within the family is a complex task.
Well prepared after 50 - retirement planning

Plan today for a carefree tomorrow
Change in practice: Taxation of right of residence Lucerne

The canton of Lucerne is changing its taxation practice for the granting of residential rights from the 2024 tax period.
Protection through crisis regulations - a sensible investment

As a rule, strokes of fate come unexpectedly and unexpectedly - and hit those affected and their relatives correspondingly hard.
Change in practice: Deduction of broker commissions for Lucerne property gains tax

Up to now, brokerage commissions paid on the sale of properties could only be deducted from property gains tax up to a certain percentage in the canton of Lucerne.
Occupational pension provision: What to consider when changing contracts

The situation with pension funds has eased somewhat.