Meet Tara Lucke
But if you want peace of mind about the protection of your wealth and its transition to the next generation, or if you need to optimise your business structure for asset protection and tax minimisation – I’m your woman!
I am all about supporting financial adviser, accountant or lawyer to use estate planning to grow their business.
“I found the Art of Estate Planning course excellent. Tara presents the course with enthusiasm and has covered all the essential topics for financial advisers. The additional “tips and traps” that Tara offered as well as the worksheets have made this an invaluable tool for my business”
“I found The Art of Estate Planning course after following Tara on Instagram. The content is clear, concise and easy to digest. I really enjoyed the course and it has given me a much fuller understanding of the basics of estate planning. Tara is very passionate about what she does and I can recommend the course to anyone wanting to delve a bit deeper into estate planning options for their clients”
“You have made this process a breeze for us and we appreciate your guidance and professionalism throughout the process”
“Thank you for a great first coaching session, the coaching combined with the View Legal online system is exactly what we were looking for. Very happy that have found you on Instagram.”
“Tara is amazingly talented, very approachable and one of the BEST Estate Planning Specialist Lawyers in Australia! (I’m not just being nice here Tara)”
“I just wanted to reinforce what I said when we spoke this morning. We very much appreciate the very thorough job that you have done for us together with the clear, crisp, precise feedback that you have provided to questions.”
“I really appreciate how easy you’ve made the process and how much you explained everything to us – it really helped and made me feel more comfortable about everything.”
“Thanks again for helping with our Wills. You were incredibly helpful and made all the paperwork so easy.”
“Tara is a real joy to work with. Intelligent, easy to talk with and she radiates positive energy and bright colours. In a legal world that is boring and grey, fresh thinking counts for a lot in my book.
She is driven to help her clients in as many ways as possible and to improve the whole legal system in Australia. Not your typical lawyer is the best compliment, I can give you Tara.”
“I have worked with Tara as an estate planning lawyer for a number of years now. As a financial advisor, I would often recommend clients review/update their estate plan however, clients would often put it on their ‘to do list’ and never actioned. Tara has assisted my organisation by delivering a legal solution by allowing us to collaborate together as financial and legal advisors to provide a fantastic outcome to our clients, whilst allowing me to remain the trusted advisor where I facilitated and managed the estate planning review process. I have no doubt about Tara’s passion and am grateful of the relationship Tara and I have built over the years, both professionally and personally”
“We recently engaged Tara to review and advise on our estate planning and we are very happy with the outcome. Tara has expert knowledge of asset protection and estate tax planning, trusts etc, was able to explain things simply and guide us to the best solutions to our particular circumstances. She was most efficient in responding to our questions and the preparations of the necessary documents. Well done Tara and thank you.”
“Like many people, my wife and I had put off making a will for far too long. If we had known how easy the process would be with Tara we would have done it a lot sooner! Whilst there was a lot to consider (more than we first thought) Tara clearly explained the decisions we needed to make and the pros and cons of the different options available to us. We now feel like a weight has been lifted off our shoulders and our children’s future safeguarded”