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Author: Bob Morton

Talking to your parents about moving into aged care

Helping your elderly parents maintain their independence in their own home can be a Catch 22 situation. On one hand, remaining in a familiar environment can reduce anxiety and save some money. On the other hand, their loneliness and worries about safety can quickly outweigh in-home care.  Sometimes making a move is the safest option, but talking about moving into aged care can be hard. If your parents have always maintained they will stay in their own home, convincing them to move to a retire...
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Downsizing without updating your will? Prepare for the emotional, financial and legal implications

downsizing impact on will
Have you considered how changing your home could effect your Will and what will happen to your property after death? Does your Will gift your ‘home’ or ‘real estate’ to people you love and care for?  If you plan to move your home or downsize, then you want to make sure that your legacy, your home, goes to those you intended. For example, a Rochedale family discovered in 2011 that the Will of their grandmother, which gifted her ‘house property’ to the grandchildren, would not be successful....
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Take the pain out of managing deceased estates

Managing a deceased estate is hard enough when you have someone who can manage the process for you, but what if you're unable to assist? This could be due to the tyranny of distance, or you may be experiencing stress, or your calendar is already full of other responsibilities and commitments. Take Ruth for example.  Left to handle a distant relative's dear, two-bedroom old Queenslander, standing in the inner north of Brisbane. Ruth spent a week going through the place, sifting through a tr...
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