If you’ve been meaning to get your affairs in order but never find the time, NSW Trustee and Guardian can make this easier for locals with a Plan Ahead Day in Arcadia on Thursday, October 26.
A Plan Ahead Day enables people to make or update their Will or Power of Attorney documents with expert help from NSW Trustee and Guardian.
Details: Arcadia Community Hall, 46 Arcadia Road, Arcadia.
Fees apply. Bookings essential: tag.nsw.gov.au/planahead, or 8688 6090.
Planning ahead involves spending time considering how your affairs would be managed and how you wish to be looked after if your circumstances changed.
It’s especially important to start the conversation with those close to you about what your future health, lifestyle and financial needs may be. Planning ahead by preparing a Will, making a Power of Attorney and appointing an Enduring Guardian is important so that you are prepared for whatever the future holds. The team from NSW Trustee & Guardian can provide the expertise required to meet all your estate planning needs.
SW Trustee & Guardian has been making Wills, Powers of Attorney and administering estates for the people of NSW for over 100 years and during this time NSW Trustee & Guardian has written more than one million Wills.
“We really have seen many different situations and people in a range of family circumstances, so we are well experienced to help and offer advice on estate planning. NSW Trustee & Guardian can be appointed as the executor of your Will and as your attorney, under a Power of Attorney. By appointing NSW Trustee & Guardian as your independent executor and attorney you can be assured someone independent and impartial is acting on your behalf and it is an easy way of reducing the burden on family members” said Michelle English, NSW Trustee & Guardian, Parramatta branch.
“Without a Will, items of monetary and sentimental value may not be distributed as you may have wanted. It is also important your Will is kept up-to-date as your life circumstances change, for example, when you get married, purchase a business or property, get divorced, or have children,” she said.
“A Power of Attorney should also come hand-in-hand with a Will, as it allows you to appoint an attorney to manage financial and legal affairs such as paying bills and signing documents if you are unable to manage these affairs yourself or lose the mental capacity to make decisions for yourself in the future.”
Planning ahead is not just for older people. She cautioned: “Every adult 18 years of age and over needs to set time aside to get these documents in place because no one really knows what is around the corner. The good thing is, once you have planned ahead, you can get on with enjoying life, knowing that your assets and finances will be protected in the future.”