Disability has a huge impact on all aspects of life. Finances, education, health, housing, relationships and caring options can be overwhelming.
Life can be unpredictable, but planning for the financial security of a person with a disability doesn’t have to be. Knowing that a child or relative will be taken care of after you pass on can help provide peace of mind and relief for all involved.
We are running sessions to help you make an informed choices, and consider options available to your family’s circumstances.
Many families have found these information sessions extremely valuable; where they can ask questions before meeting with their solicitor.
Special Disability Trusts
Special Disability Trusts can be a wonderful benefit of a person with a disability while minimizing or eliminating any impact on their CentreLink entitlements
Special Disability Trust can hold up to $636,750 in assets.
A trust could be set up during your lifetime or after you have died
A Special Disability Trust may not suit everybody’s circumstances. If this is the case for you, there are other forms of Trusts that you can include in your Will so providing the right sort of protection for your beneficiaries.
Is an essential document to providing your loves ones with clear directions for your wishes to be followed. Many of life’s circumstances can influence these decisions and create changes that need to be updated.
You are most welcome to join us and learn more about Trusts and drafting your Will in Belmont.
When: Thursday May 12th 2016
Trusts session: 12.45pm – 1.45pm
Wills session: 2pm – 3pm
Location: Belmont Library, 163 High Street, Belmont VIC 3216
To attend one or both of these sessions please RSVP by May 2nd 2016 to Sue Worland on (03) 9843 2057 or email firstname.lastname@example.org.