Pension Planning Assistance
Our specialists assess your current pension situation, explain entitlement rules under Swiss law and advise on options for maximizing benefits and managing transitions.
We guide you through drafting wills, appointing powers of attorney and preparing advance healthcare directives so your wishes are documented clearly and accurately.
Case Study: Clarity for Mrs. Keller
After seeking our help, Mrs. Keller received a detailed review of her pension entitlements and estate plans. We identified documentation gaps and helped her update legal forms, resulting in streamlined management and peace of mind.
Another client reduced potential inheritance conflicts by restructuring trust arrangements with our support, ensuring assets pass according to clear instructions without tax surprises.