Switzerland Peace of mind for you and your family

Peace of mind for you and your family

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  1. Interview with Désirée von Michaelis, Head of Wealth Planning at Credit Suisse, about inheritance and retirement provision

    "Women tend to take care of inheritance issues while men are more likely to be in charge of retirement provision."

    Désirée von Michaelis deals with questions about inheritance and retirement provision on a daily basis – topics that are closing in under the influence of COVID-19, although many people would prefer to avoid them. In an interview, she explains why it is advantageous to look into these issues as early as possible.

  2. Advance directive: Download a sample and draw it up by hand

    Use a sample to draw up an advance directive. Set out your own wishes.

    If a person no longer has the capacity to make decisions due to an accident or serious illness, they become dependent on the help of third parties. It is good to have an advance directive, especially during this coronavirus pandemic. Our template will help you to draw up an advance directive by hand.

  3. Making a guardianship provision: thinking ahead for your children

    If both parents of a minor child die, or the parent with sole custody dies, CAPA will choose a guardian. By drafting a guardianship provision, parents can make their wishes known for the worst-case scenario.

  4. 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.

  5. 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 requests are still fulfilled in the event of an accident or severe illness (such as COVID-19), if you are no longer able to do so yourself.

  6. adult-protection-law-advance-directive-and-living-will

    Protecting your own interests. The adult protection law promotes autonomy.

    Autonomy instead of heteronomy. That is what the Swiss adult protection law stands for. But it is only possible if we make use of our creative potential. Why it is important to draw up an advance directive and living will.

  7. Widow's Pension if I Remarry

    Do I Lose My Entitlement to a Widow's Pension if I Remarry?

    A widow's pension is paid to a wife or ex-wife of a deceased husband or ex-husband until she remarries. A change in marital status must always be reported to the compensation office. Otherwise, this could result in large repayments.

  8. conservatorship and investment what a conservator needs to know

    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?

  9. 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. 

  10. Helping children purchase residential property

    What Is the Best Way to Help Children with the Purchase of Residential Property? 

    Many parents would like to know the best way for them to help their children purchase residential property. Gifts cannot be reversed. For this reason, an interest-free loan is often a better option.