General Estate Planning issues (Wills, PoA, AHDs)

[cove]

Many of our legal and accounting colleagues are retiring so we do need to find someone about 30 or 40 years younger.

 

[tgh]

So how does one select such important assistance ?
My one experience with a (high flying well regarded) finance management operator was that they were selling snake oil.

 

[cove]

There are quite a few snake oil sales folks in every industry. I would go with a referral rather than a random pick.For us we can see the next decade or so will be more challenging health wise and we see some of our older friends struggling.

 

[cove]

Today I picked up 3 days of mail. A letter from the financial planner was there and it included details of the pending increases of the RAD which is the Refundable Accommodation Deposit.In WA it is likely to jump from $550,000 to $750,000 around July 1st,2025 for the most common ones.
That is quite a jump.