Downsizing & Estate Planning for the 60+

We’re all living longer and healthier lives after 60, and with that comes a whole new set of questions, life stages and complications. From down-sizing and releasing equity in the family home, to protecting your assets and dealing with late life relationships, through to ensuring your final wishes are followed.

This seminar will provide you with the information you need to make informed decisions and to develop a plan to ensure that the third age is a great age – for you and your family.

This seminar will cover:

  • Estate planning for over 60's in the modern age
  • Enduring Powers of Attorney
  • Potential challenges to your Will
  • Downsizing the family home - what are your options?
  • Reverse mortgages
  • Buying into a retirement village
  • Retirement village alternatives

    Event Details:
    Wednesday, 22 August 2018 
    5:00 - Drinks & Nibbles
    5:30pm - Seminar Starts
    Location: Smith and Partners Offices, 293 Lincoln Road, Henderson


    Carolyn RansonSpeaker: Carolyn Ranson
    Carolyn Ranson is a Partner at Smith and Partners. A senior lawyer, she specialises in Elder Law – particularly advising the 60+ on estate planning – including wills, family trusts, enduring powers of attorney and living wills, and on down-sizing including retirement villages, reverse mortgages and other downsizing options.
    Carolyn also acts for parties challenging and defending challenges to Wills and Estates.
    Carolyn focuses on making the law easy to understand, taking the time to get to know her clients and their individual situations and helping them feel empowered to make the right decisions for their life and family.


    Click here to register for the Winter Seminar Series