by James Bowden | Jul 27, 2022 | • Estate planning, • Foundations and trusts; structures to hold, control, protect and manage family wealth, • Living will, • The will or testament
A Matter of Some Discretion: Controlling your Trust Two common reasons for the use of trusts in estate planning are to achieve tax efficiencies and to protect assets from potential creditors and claims. These are by no means the only reasons that trusts are utilized,... by Patricia Guerra | Dec 24, 2020 | • Emergency measures; who decides and who will be(come) responsible, • Estate planning, • Living will, • The will or testament
Covid-19 crisis – Succession planning and planning for incapacity 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... by Dirk W. Kolvenbach | May 13, 2020 | • Living will, • Residency; consequences, double nationality, cross border estate planning, • The will or testament
Statutory succession or last will – what is what? We advise you on all aspects regarding the statutory law of succession or last will according to the German law Many property owners as well as owners of other assets ask themselves whether it is advisable to... by Dirk W. Kolvenbach | May 13, 2020 | • Residency; consequences, double nationality, cross border estate planning, • The will or testament, • Transfer to the Next Generation
Accrual of inheritance involving assets abroad – complexity frequently underestimated An international accrual of inheritance is given when for example a German testator holds assets abroad or vice versa a foreign testator holds assets in Germany. Due to the... 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
Checklist for protecting your family and wealth “Operation Bridge” – How to best protect your family and 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... by Edgar Paltzer | Apr 30, 2020 | • Charities, philanthropy and gifts, • Estate planning, • The will or testament
Why To Incorporate Philanthropic Giving Into Your Estate Plan? 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... 