Generationenwerk
What you have built should reach the right people, and your wishes should count even when you can no longer express them yourself. A Generationenwerk (planning ahead across generations) begins with the right questions, asked in good time.
Staying in control
Who decides when you cannot? Together we clarify your wishes and values and collect the questions you should discuss with a notary or lawyer. Notaries and lawyers take care of the legal drafting of a power of attorney for care and a living will.
- Clarify your wishes and values for the worst case
- Collect questions for the conversation with a notary or lawyer
- Discuss responsibilities within the family
Gaining an overview
Together we gain an overview of what you have and what matters to you: assets, real estate, businesses, personal wishes. With this overview you go well prepared into the conversation with a notary or lawyer, who give your will its legal form.
Gifting and inheritance: the financial side
Transferring assets early can make sense, but it has to fit your family, your assets and your own financial security. I help you think through the financial side. The legal and tax review is handled by lawyers, notaries and tax advisors.
More than money
A Generationenwerk also tells the story of what matters to you. We take the time, including for the conversations that are hard in families.
This service is not legal advice and not tax advice. Binding documents are drawn up and reviewed by lawyers and notaries, and tax questions are answered by tax advisors.
My scope
I advise exclusively within the scope of my qualifications and statutory requirements. Legal advice and tax advice belong in the hands of lawyers, notaries and tax advisors. If a topic goes beyond that, I say so openly and refer you to suitable specialists.
The content of this website is general information and does not replace individual advice. Capital investments involve risks, up to and including the loss of the capital invested.
Let's talk.
In a free initial call we get to know each other and discuss where you stand and which next steps may make sense for you.