An appropriate estate plan in our increasingly complex society requires more than having an up-to-date will.
In your estate plan, have you considered the following:
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Blended families and possible challenges to your or your loved one’s estate?
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Superannuation assets are not legally owned by you. For many Australians, super is their second largest asset but super requires special consideration outside of a Will.
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Granny flat arrangements for elderly loved ones can ease concerns regarding suitable accommodation and have advantages in respect to Social Security asset tests.
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Special disability trusts for people with disabilities can hold assets up to a value of $647,500 without these assets counting towards the Social Security assets test.
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Who controls your business if you lose capacity or pass away?
The dedicated estate planning team at O’Brien Connors & Kennett law firm can assist with these and other estate planning issues. Feel free to drop into our Northern Beaches office located in Dee Why or give us a call on (02) 9982 165