Estate Planning & Aged Care

Estate Planning, who wants to talk about that? We just don’t want to think about our own mortality, but as we say: “the only thing guaranteed in life are death and taxes”. So it only makes sense to pay attention to both. If you want to make sure that your hard earned savings and assets are passed on to the people of your choice and you want to limit any possible challenges, you have to plan in advance. And that’s the time when you really need a good coloration between a great lawyer and a great financial planner to organise your financial affairs for the best benefit for you while you are alive as well as your beneficiaries when you are gone. We also discuss complex rules of Aged Care system. Should I keep my home or should I sell? How to pay the upfront fee? How each transaction can impact my Age Pension and my Aged Care ongoing fees? This is the place to find your answers.

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