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Diligence + personal responsibility = longevity

Provisions for Old Age + Succession


Our approach

We live in society characterized by both an aging population and ever-looser family ties. Self-reliance is becoming more important, and in particular where issues of support and medical care in old age are concerned. As the legislature orients itself on the model of an “autonomous personality”, neither an overriding doctor’s right to decide nor a statutory right to represent (e.g. for relatives) exists. When viewed against a backdrop of growing medical possibilities, it becomes clear that each individual needs to make their own arrangements.

This also applies in the case of inheritance. Though the law dictates that everyone has an heir, the legal heir is not always the person to whom an individual wishes to leave their assets. In order to assign your assets to a specific heir or heirs in the best way possible, you need to be familiar with statutory inheritance regulations and discuss them with your tax advisor. This will enable you to assess the need for action and, if required, define the inheritance of your estate within the framework of a will or testamentary contract. 

In order to ensure that orderly estate administration occurs in the event of death, it is recommended that information and documents are collected together in a file which provides the bereaved with appropriate guidance on any action which needs to be taken. Within our retirement and succession planning service we provide you with checklists that enable you to identify which items have been taken care of and which remain outstanding.