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Email: info@corbanrevell.co.nz

So You're Thinking of Retirement?

Lisa Roberts
Lisa Roberts


Tom Allen
Tom Allen


Barbara McDonald
Barbara McDonald

ARTICLE by Lisa Roberts, Associate

June 2011


(click links below to navigate article)

 Is it in the one year plan, the five year plan or the thirty year plan?

Corban Revell Lawyers has assisted its clients and their families for more than thirty years in West Auckland.

Like our clients, we have matured and set down roots in our thirty four year history and we are proud to say we now act for the children and grandchildren of those first clients. We find that each client may have a unique set of curcumstances, they also have one thing in common – the desire to ensure the assets they have built up during their working lives are protected in retirement and preserved for future generations.

Even if you think you are too young to plan for the future, it may pay to have a chat to us about what you can do. It may be as simple as preparing a will or an enduring power of attorney so you can travel with peace of mind.

These days retirement doesn’t mean planning for end of life, it can mean travel, downsizing your family home, setting up a trust  or moving into a senior lifestyle apartment.

Each of these options mean there are decisions you should consider when choosing what path you want your retirement years to take.

Retirement OE

Before you jet off for your retirement OE what should you consider?

  • Do you want to make sure your affairs are in order?
  • That you have a 'worst case scenario' plan in place?
  • Why is a Will important before you travel?
  • How can an Enduring Power of Attorney help those at home, help you while you are overseas.

Let us help you figure out the best plan of action for you and your travel.  Schedule a time to come in and have a chat with Lisa Roberts or her team about what you are planning.

Will

Why is a will important and how can it help you plan for the future?

Enduring Power of Attorney

Why is this so important and how can it help you?

Occupation LicenCes:

What does it mean when you choose to move into a senior lifestyle apartment? 

  • Why do you need to consult a solicitor when signing an occupation licence contract?
  • Why must you have an Enduring Power of Attorney?

If you are considering moving into a senior lifestyle apartment it is now required that you have independent legal advice in respect of the contract you sign.  This is to protect your interests and ensure you know what you are signing and how it will affect you.  Contact Lisa Roberts today to discuss what this will mean to you.

Selling your family home or purchasing a new home?

An Agreement for Sale and Purchase of Property is a binding contract.  What do you need to know before you sign on the dotted line?

  Family Trust

Is a family trust right for you?  Will a family trust do what you want it to do? 

 

Engaging a Lawyer - Taking the mystery out of what we do

We know it can be a daunting decision to come in to see a solicitor for the first time so  we have made sure we answer those frequently asked questions like;  How much will it cost? How will I be charged?  What does it mean to sign an Agreement for Legal Services?  You can click the links below you take you to those articles.

We encourage you to contact us to talk about what retirement means to you and how you want to plan for that time. Consider your five year plan, your ten year plan or your thirty year plan and call us to make a time to discuss your options.  

 This article was compiled and written by Lisa Roberts, Associate and Puawai Kopu, Office Manager.

Please feel free to direct any queries you may have in relation to the above article to Lisa Roberts, Associate or contact her on her direct dial at +09 8375737. 

(New Zealand Law Society Pamphlets linked with permission of the New Zealand Law Society)