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tax structuring, business succession, super and trusts!
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Superannuation proceeds trusts
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?
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 […]
One minute tip: What is a power of attorney?
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 […]
Can you make a will after you lose capacity to make decisions for yourself?
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 […]
What’s in a name? Joint tenants versus Tenants in Common
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 […]