August 08, 2019
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 […]
February 11, 2019
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 […]
February 06, 2019
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 […]
January 30, 2019
I recorded this BLOG post after a pretty tough morning resolving some estate planning issues which could have been avoided if: 1. the clients and family knew where the original estate planning documents were stored 2. copies of the documents were available so we knew what they said 3. the clients had reviewed their documents […]
September 26, 2018
If we’ve ever caught up for a coffee or if you’ve heard me speak at a seminar, you will know that Testamentary Trusts are my FAVOURITE estate planning tool. I get asked all the time about testamentary trusts: are they worth the money or just over complicating things? Short answer? I believe that a testamentary […]