by Patricia Guerra | Dec 24, 2020 | • Emergency measures; who decides and who will be(come) responsible, • Estate planning, • Living will, • The will or testament
The second wave of Covid-19 in this fall 2020 has shown that the virus is not yet under control and that it may still take us a long time to go back to a new normality. The pandemic has given us time to reflect, prioritize and take up projects that were on stand-by...
by Olga Boltenko | May 7, 2020 | • Emergency measures; who decides and who will be(come) responsible, • Foundations and trusts; structures to hold, control, protect and manage family wealth, • The will or testament
How to best protect your wealth? Safety of families and their wealth is of paramount importance. To best protect that you can and should take care. To know that all is well we have made a wealth and family protection checklist. When you are forced to stay at home we...
by Edgar Paltzer | Apr 30, 2020 | • Charities, philanthropy and gifts, • Estate planning, • The will or testament
Philanthropic giving can reduce the percentage of Inheritance Tax that must be paid on the estate and is therefore an important part of estate planning. There are many reasons why the inclusion of philanthropic giving into an estate plan can create financial...
by Reshma Shah | Apr 22, 2020 | • Estate planning, • Family Integrity & Organization
“What happens to one’s digital assets upon death? A brief summary of the rules in the U.S.A. that determine how much of our digital information is available to our fiduciaries upon death.” WHILE TECHNOLOGY is constantly advancing in an attempt to improve our...
by Walter H. Boss | Apr 21, 2020 | • Residency; consequences, double nationality, cross border estate planning, • The will or testament
The order of succession in Switzerland is determined by the Swiss Civil Code. According to the general provisions of the Swiss International Private Law Act, Swiss courts or administrative authorities at the decedent’s last domicile shall have jurisdiction over...