Tara’s Blog

Never miss an update

Join me in the Art of Estate Planning Course

All blog posts



I love helping clients reach peace of mind about the protection of their wealth and transition to the next generation.

Start having estate planning conversations that work with my tried and tested conversation template!

Top 10 Mistakes When Nominating Financial Controllers

Top 20 Estate Planning Mistakes

Testamentary Trust Decision Making Cheat Sheet

10 Reasons Your Client Needs A New Estate Plan