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Episode 71: Kickstart your 2022 - Get your Wishes in writing

Join Tim (The Grass is Greener) and Gen (The Reality Cheque) as they come together with financial tips, tricks, and ideas to Kickstart your 2022.

Did you know that only 25% of people in Australia have a valid and up-to-date Will?

Implementing a Will and Powers of Attorney is your opportunity to ensure that the wishes you have for your family are put into writing.

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Episode 52: RUOK? - What if the answer is NO?

Asking the question RUOK is a vital first step in starting a conversation.

But how well prepared are you for an answer of NO?

For many of us, we might feel ill-equipped to deal with the rawness of such a conversation. It might make us fearful or even want to avoid getting too deep into the topic.

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Episode 51: Death, Super and creating Certainty

Most of us have Superannuation. In fact for many it is one of our largest liquid assets.

But how is this asset paid out when you die?

Have you even made a nomination with your fund and is it valid?

Peter Treseder is the Education Manager with one of Australia's largest super funds - Australian Super.

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Episode 50: Investment Bonds - an Estate Planning tool

Leaving assets in an Estate can often get complicated. Family relationship dynamics or the relationship status of a beneficiary can cause conflict.

Laura Salsbury from Generation Life explains how an Investment Bond can be used in some circumstance to mitigate conflict and provide certainty.

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Episode 49: Letter of Wishes - from the Heart

Whilst an Estate Plan is made up of legal documents such as a Wills and Powers of Attorney, you also have the ability to leave your more personal and intimate instructions to your Executors, Guardians of Children and/or Beneficiaries.

This document is called a Letter of Wishes.

Lucy Percy is a lawyer and is the owner of Head and Heart Estate Planning. Lucy explains the importance of the Letter of Wishes to better assist those that you are relying upon.

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Episode 48: The Power of the Testamentary Trust

Have you heard the term Testamentary Trust?

In this episode, Tim chats to Tara Lucke about the power of a Testamentary Trust Will for everyday Australians and their families.

Tara likes to think of the Testamentary Trust Will as the super hero of estate planning, because they will save your family tax after you die, save your inheritance from divorce and bankruptcy risks and save young children from wasting their inheritance. What’s not to love?

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