In this post we chat about why starting a family is the perfect time to get your estate planning in order! Our main tip – do the estate planning update before the baby arrives! If you are expecting, do it in advance because once baby arrives it is going to be the last thing you’re thinking […]
All things estate planning, asset protection,
tax structuring, business succession, super and trusts!
We get back to basics in my latest BLOG post to chat all about What is an Estate Plan, and why you absolutely need one! If you enjoyed this video you might like my other blog posts: When should you review your estate plan: https://www.taralucke.com.au/when-should-you-review-your-estate-plan/ Is a DIY will good enough?: https://www.taralucke.com.au/is-a-post-office-will-good-enough/ Why your family needs […]
Tim Henry of Aspire Planning and I chat about why it is critical to update your estate plan after a divorce or separation. We all have clients who will experience a relationship breakdown at some point in their life, and you can play a valuable role in helping them take control of their new life […]
Give it up straight away, or make them wait? What do you do? I’m talking about the financial powers under an enduring power of attorney in this video! Need a recap on what a power of attorney is? Check out my post at https://www.taralucke.com.au/category/power-of-attorney/ So when should a financial attorney’s powers commence? Immediately upon the donor […]
I’m always talking about how valuable testamentary trusts are, but does that mean every person should include one in their will? Not always. Check out my VLOG about when it’s okay NOT to use a testamentary trust in your will. And I’ve shared some links to my previous posts if you want to find out […]