July 11, 2018
Got a power of attorney? Nope! Don’t know why you need one? If you’re in Australia, watch and find out! If you want to find out more about whether a power of attorney is truly necessary, head on over to my blog post https://www.taralucke.com.au/real-talk-is-an-enduring-power-of-attorney-truly-necessary/ Hi. Tara Lucke here. You heard me explain the importance of your […]
July 11, 2018
Can you make a will after you lose capacity to make decisions for yourself? Spoiler – NO! Get your will sorted, there is no reason to put it off. Hi. I’m Tara Lucke. And I have another one-minute estate planning tip for you. I often get asked can you make a will after you’ve lost […]
July 11, 2018
It’s one of the key decisions you have to make when you buy property with another person (e.g. your spouse) – to hold as joint tenants versus tenants in common – but many people don’t really know the difference! The decision to hold a property as joint tenants versus tenants in common can have a […]
July 11, 2018
BDBN versus reversionary pension – ever wondered which takes priority between a binding death benefit nomination and a reversionary pension? Not sure when to make a binding death benefit nomination? Check out my post https://www.taralucke.com.au/to-bdbn-or-not-to-bdbn-that-is-the-question/ If you’re looking for a comprehensive decision tree about when to use a binding death benefit nomination, check out my Estate […]
July 11, 2018
Are you thinking about transferring assets with the aim of improving asset protection? Don’t forget about the Bankruptcy Act clawback periods which can permit the trustee in bankruptcy to unwind the transaction after it occurs, which could undermine the effectiveness of the transaction. A word of advice – don’t let the clawback periods deter you […]