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#26 Guardians, Trusts, and Beneficiaries
In today's episode of Cash Talk, Multi-Award Winning Australian Wealth Adviser John Cachia is joined by expert estate planning lawyer Lucy Percy to discuss the crucial aspects of estate planning.
Together, they delve into the importance of nominating a beneficiary and selecting a guardian for your children, ensuring your loved ones are protected and cared for.
Lucy shares her expertise on protecting your assets from risks and the role of trusts in estate planning, including both living trusts and testamentary trusts. John and Lucy also explore decision-making strategies to help your children with minimal risk, providing practical advice to safeguard your family’s future.
Whether you're just beginning to consider estate planning or looking to refine your existing plans, this episode is filled with valuable insights to help you make informed decisions.
Enjoyed this episode and want to hear more?
Follow John on Instagram:
https://www.instagram.com/thejohncachia/
Follow Lucy on Instagram: https://www.instagram.com/headandheartestateplanning/
Follow Thriving Wealth on Instagram:
https://www.instagram.com/thriving.wealth
Have a question you'd like answered?
Reach out to us via our Instagram pages above. Tune in to CashTalk and take the next step towards securing your family's financial future today!
View all episodes
By John CachiaIn today's episode of Cash Talk, Multi-Award Winning Australian Wealth Adviser John Cachia is joined by expert estate planning lawyer Lucy Percy to discuss the crucial aspects of estate planning.
Together, they delve into the importance of nominating a beneficiary and selecting a guardian for your children, ensuring your loved ones are protected and cared for.
Lucy shares her expertise on protecting your assets from risks and the role of trusts in estate planning, including both living trusts and testamentary trusts. John and Lucy also explore decision-making strategies to help your children with minimal risk, providing practical advice to safeguard your family’s future.
Whether you're just beginning to consider estate planning or looking to refine your existing plans, this episode is filled with valuable insights to help you make informed decisions.
Enjoyed this episode and want to hear more?
Follow John on Instagram:
https://www.instagram.com/thejohncachia/
Follow Lucy on Instagram: https://www.instagram.com/headandheartestateplanning/
Follow Thriving Wealth on Instagram:
https://www.instagram.com/thriving.wealth
Have a question you'd like answered?
Reach out to us via our Instagram pages above. Tune in to CashTalk and take the next step towards securing your family's financial future today!
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