If you’re an adviser who has anything to do with BDBNs, you NEED to know about this latest case of Narumon Pty Ltd from the Queensland Supreme Court which considered the rules relating to attorneys making BDBNs. You can read the decision at https://www6.austlii.edu.au/cgi-bin/viewdoc/au/cases/qld/QSC/2018/185.html; but why would you do that when you can just watch […]
What happens when a person dies and they didn’t include a testamentary trust in their will? Is it possible to set up a post-death testamentary trust? The answer is Yes, maybe, sometimes….. Watch to find out more. The transcript of the above video is below: Hi, it’s Tara Lucke here! I had a question come […]
What is a superannuation proceed trust? This VLOG explains the key things you need to know about superannuation proceeds trusts and how they are established both proactively in a will and post-death. Hi. It’s Tara Lucke here. So, in my Facebook group, The Art of Estate Planning, I had some questions come up from some […]
Is a post office will good enough? Surely it’s better than nothing, right?! Check out my VLOG about why it’s vital to have a comprehensive estate plan in place and the pitfalls of relying on a Do-It-Yourself will kit. Hi. It’s Tara here. I often get asked as an estate planning specialist why you can’t […]
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 […]
