Free seminar seems to be at aged care and property planning prices
The knowledge of retirement has been clouded by the uncertainty of covid, says KERSTIN GLOMB, estate-planning particular counsel at KJB Regulation.
UNPACKING the complexities of your property and the price of aged care is the main target of a free seminar on retirement residing.
Offered by KJB Regulation and Phillips Wealth Companions, it’s on the Hellenic Membership, Woden, 10am-12.30pm, on Wednesday, November 2.
Property-planning particular counsel at KJB Regulation Kerstin Glomb, mentioned the seminar would discover the authorized and monetary practicalities of vital areas for testamentary trusts and funding aged care.
“This 12 months has thrown us many curve balls and whereas we’re uncertain what challenges covid will proceed to ship our manner, we hope the longer term begins to look brighter,” she mentioned.
“One factor we do know is that with a brand new authorities, aged-care reforms and funding points will proceed to be an vital subject, making consciousness and planning forward more and more extra vital.
“This seminar will cowl two key subjects to make sure your future plans are hermetic. We cowl the authorized and monetary practicalities of testamentary trusts and funding aged care.”
Kerstin mentioned individuals would study:
- What property are coated by your will.
- What are the variations between an outright will and a testamentary belief will.
- Benefits and drawbacks of testamentary trusts.
She mentioned planning for the longer term, and all of the challenges it would deliver may assist obtain high quality of way of life in addition to good high quality of care.
“Entry to authorities subsidies will assist make care extra inexpensive, however good monetary planning and entry to your individual monetary sources will provide you with larger selection and management,” she mentioned.
The seminar was designed to immediate individuals to evaluation their monetary plans and to consider their future expectations.
“We are going to enable you perceive how aged care works, and in addition the prices and advantages of reviewing your retirement plans to make sure care wants are a part of your planning course of,” she mentioned.
“In case you are a baby-boomer, when you have considerations about your aged-care wants, if you’re retired or contemplating retirement, or when you have considerations in regards to the wants of your older mother and father or associates this seminar is for you.”
Extra particulars from Liz Arnold at KJB Regulation on 6281 0999 or [email protected].The seminar is free, register right here.
Audio system on the seminar
Property-planning particular counsel, KJB Regulation
Kerstin says she’s assisted purchasers in “all styles and sizes” with their wills, enduring powers of legal professional, and different estate-planning paperwork for 20 years to attain the purchasers’ needs and tackle their considerations and wishes. She’s a certified lawyer in German and a Notary Public in NSW.
Principal and solicitor, KJB Regulation
Beginning with KJB Regulation in 1997, Jo has in depth expertise in retirement village and aged-care entry and exit, residential conveyancing and industrial property legislation. She participated within the Evaluation Advisory Group to the ACT Authorities with respect to retirement village laws and has supplied persevering with authorized training relating to the intricacies of this advanced space of conveyancing.
Director, senior monetary adviser, and accredited aged-care skilled, Phillips Wealth Companions
Finalist within the FPA Monetary Planner AFP of the Yr Award 2020 and 2021, Craig and his group are devoted to serving to purchasers obtain their life or enterprise objectives, with readability, perception, and certainty in a real partnership. Craig has three many years of expertise in monetary providers, and has accomplished all the tutorial and moral benchmarks set by the federal government and is actively concerned in native monetary planning (FPA) and self-managed tremendous fund affiliation chapters within the ACT. Craig specialises in making ready monetary methods for retirement residing, down-sizing, granny-flat rights and everlasting residential aged care. He’s additionally the ACT ambassador for the Future2 Basis, a eager bike owner and age-group triathlete.
Aged-care adviser, co-director, Phillips Wealth Companions
Luisa has in depth expertise in healthcare throughout a number of therapeutic areas. Her function at PWP is to make sure people and households discover the perfect resolution for family members who want assist to remain at residence or take the subsequent step right into a retirement village, downsizing, or residential aged-care. Luisa additionally chairs a neighborhood board specializing in completely different fashions of look after folks residing with dementia.
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