During this stage of your life complex issues can arise relating to income, estate planning, managing your health and living arrangements.
Your goals may include:
- Optimising taxes
- Managing savings to last
- Estate planning
- Aged care planning
- Considering options for assisted living
There are plenty of options including Home Care Packages that provide access to services that can help you to stay at home for as long as possible.
Moving into aged care can be an emotional and challenging time for families which can be compounded if insufficient plans are made or the change is forced through illness, fall or an unexpected event. If rushed decisions need to be made they can sometimes result in adverse outcomes. Early planning can take away a lot of the stress and uncertainty that can arise when considering aged care at home or a residential aged care facility.
There are a range of strategies that can be used to reduce aged care fees. However, caution needs to be exercised to ensure you have enough money to afford the care you would like. Our aged care specialist adviser can help you to address this complex issue including addressing your estate planning needs.
Contact us today for more information.
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