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Welcome to 7-Minute Wisdom, where we simplify Estate and Succession Planning in short, focused episodes. We highlight key issues, uncover risks, and provide clear, actionable steps to protect your fam... more
FAQs about 7 Minute Wisdom:How many episodes does 7 Minute Wisdom have?The podcast currently has 52 episodes available.
June 25, 20217 MINUTE WISDOM PODCAST #3: THE CONDESCENDING COUNSELSadly, in situations where advisers, accountants, solicitors, or other facilitators are required to work together, it can be an all too common issue that someone's ego stands in the way of a great outcome for the client....more7minPlay
June 18, 20217 MINUTE WISDOM PODCAST #2: FAMILY CONSENSUS MEETINGContested Wills are becoming more and more common, resulting sadly in families being torn apart and significant legal costs. What steps can be taken to protect your estate and your beneficiaries?...more6minPlay
June 11, 20217 MINUTE WISDOM PODCAST #4: THE DEFERRAL DILEMMAWhen it comes to Estate Planning and drafting a Will, why is it that so many people procrastinate or wait for the perfect situation before getting started? Tragically this habit and attitude can lead to a messy situation if you pass before getting your plan sorted....more7minPlay
June 03, 20217 MINUTE WISDOM PODCAST #5: THE UNAWARE SQUARED TRAPThe greatest danger in estate planning could be the fact that you simply don't know what you don't know. Could there be something missing from the advice you have received? A thorough, detailed discovery questionnaire is essential to eliminate potential issues....more7minPlay
May 27, 20217 MINUTE WISDOM PODCAST #6: SPECIAL NEEDS CHILDRENChildren with special needs often require specific planning and individual arrangements when it comes to preparing your Will and Legacy Plan. Not only as to who will provide the ongoing care, but primarily in many cases the need for adequate finance for the child's care is the greatest issue....more5minPlay
May 20, 20217 MINUTE WISDOM PODCAST #7: THE BLACK SHEEPA real issue in many families which people often do not wish to admit or discuss could be a family member or beneficiary with a substance or behavioural addiction. These condition might prevent them for managing their inheritance effectively and as you really intended....more5minPlay
May 13, 20217 MINUTE WISDOM PODCAST #8: THE DEAR MARY LETTERFor those left behind when you are gone. An often very emotional but clear and concise letter to your spouse, children or others offering advice on the financial position, what to do next and who to trust....more7minPlay
May 06, 20217 MINUTE WISDOM PODCAST #9: STEP SIBLING SEEPAGEWith blended families becoming more and more common, we are often asked how to provide for step siblings in a way that is fair to all beneficiaries....more7minPlay
April 29, 20217 MINUTE WISDOM PODCAST #12: THE BENEFITS OF A TESTAMENTARY TRUSTThere are mixed opinions about whether Testamentary Trusts are worth the cost and effort to set up. Tom explains the benefits and how they offer greater control and protection of your estate from potential relationship breakdown, bankruptcy and tax....more8minPlay
April 22, 20217 MINUTE WISDOM PODCAST #11: ESTATE PLANNING, NOT JUST A WILLMany people believe an up to date Will is all that is required for their Estate Plan. Realistically a Will is just the start, just the foundation. Tom discusses what else is required even for those who have apparently simple structures....more7minPlay
FAQs about 7 Minute Wisdom:How many episodes does 7 Minute Wisdom have?The podcast currently has 52 episodes available.