Wills and pensions

The subject of inheritance is a sensitive one for many people, as it ultimately means coming to terms with their own mortality. Both discussions about inheritance and the actual writing of a will are often delayed. Nevertheless, especially when it comes to a property, a will should be drawn up at an early stage to avoid disputes within the family. Real estate is often one of the most economically and emotionally significant assets in an inheritance.

However, a will is only legally valid if its form and content are correct. It is therefore advisable to clear up this vexed issue at an early stage, calmly and preferably with the right professional support. Only if all questions are clarified in good time and it is discussed openly with the heirs how you envisage the inheritance will nasty surprises be prevented and you can start your retirement without any worries.

Has the child already fallen into the well? Have tensions already arisen? In Ms. Magri, we have a certified mediator on hand for such cases who can resolve deadlocked situations and steer conversations back on the right track.

However, it is not only important to make all arrangements in good time with regard to your assets. Things like insurance, memberships, retirement provisions and funeral wishes should also be arranged in advance. Digital inheritance in particular is still often neglected. User accounts on the internet or contracts concluded online continue to exist in the event of death. Don’t leave your loved ones alone with this flood of data.

To assist you with the settlement of your estate, we have created a form that covers all areas that should be dealt with in advance. Just take a look and feel free to contact us if you have any questions.

However, while many people still have the topic of wills halfway on their radar, as a real estate agent you unfortunately experience the consequences of a lack of provision in the event of unforeseen events such as illness or an accident time and time again. Relatives are then often faced with the challenge of having to sell a property, for example to cover the costs of a nursing home or similar. All too often, however, it turns out that this is not legally possible because the owner has not made any provisions. Spouses, family members and relatives are not automatically authorized to act as representatives! Legal transactions may only be carried out if there is a valid power of attorney.

If this is not the case, others decide what happens next. This applies to medical matters as well as to financial matters and business activities. Do not leave control of your future in the hands of others! Authorize the people you trust in good time.

Talk to us about insurance and pension provision and we will provide you with detailed information. We look forward to helping you plan the second half of your life without any worries.

You can also use our contact form. We will call you back.