Inheritance and Retirement Consulting

Our pension consulting includes a free comparative analysis of possible retirement benefit plans. In addition we help you identify any gaps in your pension provisions, suggesting ways to close these with concrete measures – and of course tailored to your personal situation.

Our pension analysis also shows you potential premium savings in the event that you are overly insured.


Health care proxy

As of January 1, 2013, the law on the protection of children and adults has made it possible for a person who is capable of acting to make timely arrangements by means of an advance directive or health care proxy in the event that he or she should one day become incapacitated.

With a health care proxy you can appoint a person of trust for personal care, asset management and associated representation in legal transactions. Should you become permanently or temporarily incapable of forming or communicating your will in a comprehensible manner (i.e. at the onset of incapacity), and as soon as the proxy or advance directive is validated by the competent adult protection authority, the person designated in the directive becomes the proxy based on the Child and Adult Protection Law ("Kindes und Erwachsenenschutzrecht", i.e. the "KESB").

It is never too early to make such arrangements, but it can easily become too late. We can help you draw up such an individual health care proxy.


Last will and testament

A will must be incontestable and legally valid to ensure that your legacy is distributed in your best interests. Anyone who deals with their last will soon realizes that finding the right words is not easy. It is wise to take enough time for estate planning and we at Nubi Treuhand + Services can also assist you in these matters.