Estate & Inheritance
Secure your legacy and protect your loved ones with optimal estate planning.
Problem & Challenge
Estate planning is often postponed – with potentially serious consequences for your family
Unclear line of succession
Real estate in the estate
Blended families
Unresolved business succession
Our services in detail
Comprehensive estate planning for every life situation
Will & inheritance contract
Drafting a legally valid will or inheritance contract according to your wishes. Coordination with notaries and lawyers for maximum legal certainty.
Beneficiary clauses
Optimising beneficiary designations in your pension fund and pillar 3a. Making sure the right people receive the money in the event of death.
Inheritance tax optimisation
Minimising the tax burden for your heirs through smart planning. Using allowances, staggered gifts and optimal wealth structuring.
Real estate succession
Arranging the transfer of your home, clarifying mortgages in the event of death, and avoiding forced sales through optimal planning.
Statutory entitlement & inheritance law
Advice on statutory entitlements and options for distributing your estate. Balancing legal requirements with individual wishes.
Advance care directive & living will
Provisions for cases of incapacity. Appointing representatives and defining medical wishes for every eventuality.
How we plan your estate
Our proven 4-step process for a secure succession
Our process
Inventory & situation analysis
We capture your entire wealth situation, existing arrangements (will, beneficiary designations) and your wishes for the transfer of assets.
Estate planning & optimisation
Developing a tax-optimised estate strategy that takes into account statutory entitlements, wills, beneficiary clauses and gifts.
Implementation & documentation
Drafting the will with a notary, adjusting beneficiary designations in the pension fund and pillar 3a, and coordinating with lawyers and notaries for legally sound implementation.
Regular review
Annual reviews and adjustments for life changes (marriage, divorce, children, buying property). Your estate plan always stays up to date.
Your experts for estate planning
Clear arrangements for your family – with experience and sensitivity
Boško Angov
CEO
Specialization: Steuern, Vorsorge, Versicherung, Vermögen, Immobilien, Nachlass
Inheritance calculator
Calculate statutory entitlements, legal succession and the freely disposable quota
Calculate Your Estate Planning
Assets
Bank balances, securities, pillar 3a, pension fund, cash, etc.
Heirs
Personal consultation
We're here for you
Secure your legacy – for you and your loved ones
We help you with wills, beneficiary designations and estate planning – personal and easy to understand.
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