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