Important Considerations for your Estate Plan

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:

  • Blended families and possible challenges to your or your loved one’s estate?

  • 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.

  • Granny flat arrangements for elderly loved ones can ease concerns regarding suitable accommodation and have advantages in respect to Social Security asset tests.

  • 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.

  • 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

Recent Post

Dear Friends,

We are a COVID19 conscious workplace. We encourage clients to wear masks and sanitise before a conference

Yours Sincerely,

The Team,
O’Brien Connors & Kennett Solicitors