Ageing & care · Module 18

Planning
for care

You can't prevent the care case – but prepare for it financially.

Act in time
Lever 1

Budget the costs

Budgetpart of retirement planning
Care reserveset assets aside
Securityfor everyone
Lever 2

Check supplementary insurance

Supplementary insuranceeases the gap
Check earlywhile healthy
Individualdepends on situation
Lever 3

Think gifts through

Giftingcounted for benefits
Plan carefullydon't rush
Otherwiseit harms more
Lever 4

Arrange powers of attorney

Advance directivewho decides financially
Living willmedical will
Your willstays decisive
Good to know

Is your care arranged?

💡 First step: You prepare the care case with four levers: budget the costs, check supplementary insurance, plan gifts carefully and arrange powers of attorney. Act early and both your will and your assets stay protected.
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This video is no substitute for personal advice.
Baeriswyl Beratungen GmbH · Finance & pension planning · Fribourg

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