Aging and asset planning – let’s have that discussion
Richard Cross • 14 August 2024

Talking about the future, especially when it involves legalities and finances, can be a bit daunting, right?


Thankfully, in Aotearoa New Zealand, we take a proactive stance on these matters. It's about making sure that as you get older, you’re not just surviving but thriving, with your rights intact and your finances secure.


You might have heard the term ‘elder law’. This isn't just legal jargon; it's a safeguard for your later years, covering everything from care plans to estate management, and even protection against abuse. It's about dignity, ensuring your quality of life doesn't diminish with age.


Asset planning is another piece of the puzzle. Think of it as a blueprint for your wealth, laying out how to keep it safe and sound for the future. It's not about having a fortune; it's about making the most of what you have. Whether it's securing eligibility for care subsidies, shielding a partner's assets, or sidestepping the lengthy probate process, it's all geared towards one thing: peace of mind.


These aren't just dry legal discussions; they're conversations that lead to action. We're talking wills, directives for medical care, even appointing guardians—all crucial documents that reflect your wishes loud and clear. And the benefits? They're significant. Imagine easing the financial burden of home or nursing care, preserving what you’ve worked hard for to pass on to your children, or simply knowing your assets are being handled wisely for the generations to come.


It's a common misconception that this is all for the wealthy. Not at all. It's for anyone who wants control over their financial and health-related decisions as they age. Starting these talks early means you’re prepared, your assets are protected, and your wishes are known. It's not just planning; it's about ensuring your legacy.


Get good advice from people you can trust

If you'd like more information, we can give you the advice you need to navigate these waters. It's about taking care of our own, now and in the years to come. To get started, just give us a call. We’re here to help.

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Marta Black
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