Testamentary trusts are an estate planning tool with many benefits, including tax flexibility and asset protection. But I personally think the most powerful benefit they can offer is the peace of mind that they can give your clients! Find out how you can start offering Testamentary Trusts to your clients at https://www.taralucke.com.au/lawyers/ Transcript Once your […]
Have you ever been told by a client that the testamentary trust will you have prepared is too long and complicated, and they don’t want to sign it? Follow these tips for some ideas on how to increase client comprehension and confidence in their testamentary trust will in the will review meeting. If you’re […]
Good precedents save lives. Okay… so perhaps that is a tiny bit dramatic. But I do believe that one of the keys to a happy career as an estate planning lawyer is excellent testamentary trust precedents. Quality precedents will save you so much time, freeing you up for the things that matter. Like marketing, delighting […]
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 […]
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 […]