Post Retirement Planning
Navigating through the later stages of life can sometimes be difficult and there is often a reliance on children to provide solutions for their aging parents.
Planning for this time gives you the opportunity to make the decisions and put in place a plan to ensure your comfort and greatly reduce the burden and stress on your family.
We provide holistic advice to families on issues such as Wills, Enduring Power of Attorney, Testamentary Trusts, Advanced Health Directives, entry into aged care facilities, accommodation bond advice, Centrelink assistance, guardianship and financial management.
If you would like further information or would like to arrange an interview please contact Renee by email or call our office on 07 5598 3800.
Consideration should be given to:
- where you would like to live
- what support services you may need
- who will make the decisions for you in the event that you are mentally or physically incapacitated
- your Estate Planning strategy adequately reflecting your wishes
Services
- Reviewing your existing Estate Planning Strategy
- Assistance in entering aged care facilities
- Accommodation Bond advice
- Assistance in dealing with Centrelink
- Queensland Civil and Administrative Tribunal (QCAT) requirements
- NSW Trustee and Guardian requirements
