'Plan Ahead' day at Taree Court House

NSW Trustee and Guardian will hold a ‘Plan Ahead’ day at Taree Court House on Thursday, February 22 to help locals make or update their Will or Power of Attorney documents. 

Michelle Bugledich from the NSW Trustee and Guardian Port Macquarie branch said planning ahead involves spending time considering how your affairs would be managed and how you wish to be looked after if your circumstances changed.

“We really have seen many different situations and people in a range of family circumstances, so we are well experienced to help and offer advice on estate planning. 

“NSW Trustee and Guardian can be appointed as the executor of your Will and as your attorney, under a Power of Attorney.

“Without a Will, items of monetary and sentimental value may not be distributed as you may have wanted.

“It is also important your Will is kept up-to-date as your life circumstances change, for example, when you get married, purchase a business or property, get divorced, or have children,” Ms Bugledich said.

She added that a Power of Attorney should also come hand-in-hand with a Will, as it allows you to appoint an attorney to manage financial and legal affairs such as paying bills and signing documents if you are unable to manage these affairs yourself or lose the mental capacity to make decisions for yourself in the future.

Ms Bugledich said planning ahead is not just for older people.

“Every adult 18 years of age and over needs to set time aside to get these documents in place because no one really knows what is around the corner,” Ms Bugledich said.

“The good thing is, once you have planned ahead, you can get on with enjoying life, knowing that your assets and finances will be protected in the future.”

Bookings are essential and fees apply.

Call 1300 721 296 or visit www.tag.nsw.gov.au/planahead.