Switzerland Advance Directive

Advance Directive

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  1. Purchasing pension benefits: a discussion with financial planner Manuela Meier-Gloor

    Purchasing pension benefits: fill gaps and save taxes

    Voluntarily purchasing pension benefits is ideal for saving taxes. Manuela Meier-Gloor, a financial planner from Zug, explains what you should consider.

  2. Advance directive – the key terms

    Eight Terms Relating to Advance Directives That You Should Know

    Child and adult protection legislation makes it possible for a legally competent person to set out in advance their wishes and instructions in the event that they lose the capacity to make rational decisions due to an accident, serious illness, or infirmity related to old age. Here you will find the key terms relating to advance directives.

  3. Credit Suisse Financial Planning Video

    Financial planning in brief: What is Credit Suisse financial planning and what are the key questions that will be answered? 

  4. Incapacity to Make Independent Decisions – Do the People Closest to You Know Your Plans?

    If somebody no longer has the capacity to make decisions due to an accident, serious illness, or infirmity related to old age, they become dependent on the help of third parties. With an advance directive, you can ensure that all of your affairs are in order in this case.

  5. Roman Ziegler, investment specialist for conservatorship assets, Zurich

    Investments for Protected Persons: What a Conservator Needs to Know

    The previous guardianship legislation was completely redrafted in 2013. At the same time, an ordinance entered into force that governs how the assets of protected persons may be invested. Roman Ziegler, a Credit Suisse expert, answers the question: What does the conservator of a protected person need to know?

  6. Advance Directive for Entrepreneur

    Advance Directive for Entrepreneur

    Persons who lead a company have to minimize risks to their company. This also includes thinking about what will happen if they are no longer capable of sound judgment. After an accident, after a serious illness, or as a result of age, for instance. An advance directive is also a suitable tool for entrepreneurs. 

  7. Avoid problems by making a last will: two generations at the beach.

    NZZ Series: Giving at the Right Time

    This article is only available in German. 

  8. How Does an Advance Directive Work?

    How Does an Advance Directive Work?

    The idea of losing the ability to make decisions for yourself, and no longer being able to live independently, is a distressing thought. With an advance directive, you can define the important issues in advance.

  9. Self-Determination Instead of External Determination

    Self-Determination Instead of External Determination: The Advance Directive

    Since 2013, it has been possible for you to make advance arrangements to ensure that your financial and health needs are still met in the event of an accident or severe illness, if you are no longer able to do so yourself.