The Grass is Greener

Getting your Estate Plan Done


Listen Later

It is the job that many of us put off. Discussing what happens when you die or are incapacitated is not comfortable.
Yet when asked, most people say that their family is their most important priority.
In this episode we break down the Estate Planning process, its not as hard as you think.
Tara Lucke is not your typical lawyer. In a lot of ways. She only does estate planning, tax, asset protection, business succession, trusts and super. No disputes; No property stuff.
Tara is passionate about two things in law:
1. She loves helping clients reach peace of mind about the protection of their wealth and transition to the next generation; and
2. She believes in supporting financial advisers and accountants to use estate planning to build trust and give their clients peace of mind.
What is an Estate Plan and why you need one https://bit.ly/37xfc1Q
10 mistakes people make when nominating financial controllers https://bit.ly/3m72ECI
Aspire Estate Planning service https://bit.ly/37qNns0
...more
View all episodesView all episodes
Download on the App Store

The Grass is GreenerBy Tim Henry


More shows like The Grass is Greener

View all
Aussie Firebug by Aussie Firebug

Aussie Firebug

4 Listeners

Investopoly by Stuart Wemyss & Campbell Wallace

Investopoly

17 Listeners

money money money by Glen James

money money money

53 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

25 Listeners

She's On The Money by Victoria Devine

She's On The Money

147 Listeners

SugarMamma’s Fireplay by Canna Campbell SugarMammaTV

SugarMamma’s Fireplay

51 Listeners

Dev Raga Personal Finance by Dev Raga

Dev Raga Personal Finance

8 Listeners

Straight Talk with Mark Bouris by Mentored.com.au

Straight Talk with Mark Bouris

204 Listeners

Friends With Money by Money Magazine

Friends With Money

11 Listeners

Retire Right by Glen James

Retire Right

32 Listeners

Australian Property Podcast by Rask

Australian Property Podcast

5 Listeners

Prime Time with Bec Wilson by 9Podcasts

Prime Time with Bec Wilson

46 Listeners

Financially Fierce by Jess Brady

Financially Fierce

3 Listeners

Aussie FIRE | Financial Independence Retire Early by Hayden Smith & Dave Gow

Aussie FIRE | Financial Independence Retire Early

10 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

13 Listeners