Give it up straight away, or make them wait? What do you do? I’m talking about the financial powers under an enduring power of attorney in this video! Need a recap on what a power of attorney is? Check out my post at https://www.taralucke.com.au/category/power-of-attorney/ So when should a financial attorney’s powers commence? Immediately upon the donor […]
All things estate planning, asset protection,
tax structuring, business succession, super and trusts!
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 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 http://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 […]
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? 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 […]
When should you review your estate plan?