Today we chat with Co-founder and consultant with Tara Lucke from View Legal about the importance of Estate planning. Though it is not something we like to talk about, it is so important for protecting your assets and loved ones, no matter what stage of life you are at.

In this interview we cover:

• Making sure your hard earned money goes to the right place with a good estate plan
• What happens to your money if you don't have an estate plan
• Why you need consider having a Power of Attorney no matter what your age
• Why you may have more assets than you think
• How to avoid lawyers taking advantage of your estate
• The two important factors to consider in your estate planning once you have children
• Case studies of poor estate planning situations
• The problem of the "I love you" wills
• Why you need to consider Testamentary Trusts as part of your estate planning for asset protection and tax benefits
• The different roles of the Power of Attorney
• Conversations you need to have with family members
• Considerations for estate planning for Small Business owners

 

Links mentioned in the show

Tara - LinkedIn

Tara - Instagram