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 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 […]
August 30, 2018
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 […]
August 24, 2018
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 […]