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2. Estate Planning with Lucy Percy
Manage episode 417508908 series 3570099
Вміст надано PlanningSolo and Jordan Vaka. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією PlanningSolo and Jordan Vaka або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
This episode of Life, Loss & Legacy highlights the importance of Estate Planning.
Jordan's joined by Lucy Percy, principal of Head and Heart Estate Planning, and they discuss a range of important considerations when it comes to planning how you want your estate to be distributed.
Lucy's statement that a proper estate plan is the "last act of love for the people you leave behind" is such a wonderful way to capture why this dreaded piece of 'life admin' is so important.
Jordan and Lucy covered other ground too:
- estate planning's importance regardless of age or asset level
- Business owners were guided on documenting through wills and powers of attorney, including testamentary trusts for added protection.
- Various ways individuals can draft estate plans were discussed, highlighting the impact of precise drafting.
- Challenges locating wills after passing were addressed, with proper storage such an important consideration.
- Beneficiaries were discussed, indicating considerations for distribution among entities beyond human beings.
If you'd like to learn more, you can find Lucy via her Instagram page or use the form on her website to book a call.
And Jordan can be reached via email - jordan@planningsolo.com.au.
Finally - you can use this link if you'd like to book in a phone call with Jordan too.
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