Archive: Jan 5, 2026, 12:00 AM
Moving into a Retirement Village When You Have a Family Trust
If you’re moving into a retirement village and you have a family trust, don’t assume everything will slot neatly into place. Villages take very different approaches to trust-owned assets, and your ORA is often the moment when long-ignored trust issues surface. A quick review can confirm whether the trust still protects you, needs updating, or is simply adding complexity you no longer need. If your trust hasn’t been reviewed in five years, now is the time to check it’s working for this next stage of life.
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