All Episodes
Episodes
#12 Freedom vs. Control: How Much Power Should a Surviving Spouse Have Over a Testamentary Trust?
When devising a testamentary trust strategy, one of the most sensitive decisions is deciding how much freedom a surviving spouse should have over the trust.
Should they have full control to adapt to whatever life...
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#11 Helping business owners understand their complex succession needs
Talking to business owners about succession planning can be tricky. How do you explain the complexities without overwhelming them or making them feel like you’re just upselling your services?
In this episode, we break...
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#10 15 ways to increase profit on your matters – Part 2
More profit for you, better outcomes for your clients—it’s a win-win!
In Part 2 of this topic, we share our best tips on how to help your estate planning practice thrive, so you can thrill & delight your clients,...
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#9 15 ways to increase profit on your matters – Part 1
Want you to feel like you’re thriving in your estate planning practice?
A key step is making sure each matter is as profitable as possible, giving you more time and energy to reinvest into delivering the best possible...
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#8 How much money do you really need to justify a testamentary trust?
It’s the million-dollar question (pun intended)—how much money do clients really need before a testamentary trust is worth considering?
In this episode, Tara and Carrie step through when a testamentary trust will...
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#7 Pricing and competing against online will providers
The rise of online will providers is changing the game, and clients are finding it harder to tell who's the real deal and who’s just offering a cheap, one-size-fits-all solution.
In this episode we chat about why your...
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#6 Does the family home belong in a testamentary trust?
The family home is the golden goose of assets – it’s one of the last assets we can own tax free. So does it belong in a testamentary trust?
In this episode, Tara and Carrie dive into the nitty-gritty of putting the...
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#5 Things your clients hate
This week, we switch gears to talk about something that can make or break your estate planning practice: the customer experience.
We dive into the top things clients hate about working with law firms—from confusing...
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#4 Trusting the Trustees
In this episode, Tara and Carrie tackle a common dilemma in estate planning: how much flexibility should trustees of testamentary trusts for minors have, and how can we prevent them from abusing that power?
We explore...
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#3 Super strategies and the childcare subsidy
In this episode, Tara and Carrie dive into an unexpected twist in estate planning that might catch you off guard: how a testator’s super strategy on death can influence their adult children’s eligibility for the...
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#2 Why your clients aren’t accepting your fee proposal
Tara and Carrie discuss all the blocks your clients might be facing before they’re ready to say “Yes!” to investing in their estate plan. We share our tips on how to decide if you’re charging enough for your estate...
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#1 Dealing with asset differences for homemaker spouses
In this episode, Tara and Carrie chat about the practical and technical issues which arise when assisting a couple with their estate planning where one spouse has all the assets and the homemaker spouse makes...
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