All Episodes
Episodes
#19 Succession planning for farming clients
Working with farming families can give rise to some unique issues, and estate planning is no exception!
In this episode, estate panning lawyers Claudia Maw and Nicky Grummitt share their tips and tricks for issues to...
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#18 The Impact of Money Blocks on Estate Planning Clients
In this episode, Carrie interviews financial adviser, Aime Sandri, about the impact of money blocks on the estate planning process.
Aime shares some powerful insights about the importance of factoring in the broader...
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#17 Should you document testator reasons for disinheriting beneficiaries?
When taking instructions to prepare a will, a testator will often have a whole slew of reasons justifying their decisions – from disentitling conduct of beneficiaries to particular relationship circumstances.
Not...
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#16 From freak-out to follow-through: Simplifying the estate planning decisions for clients
Do you get clients dragging their heels when it’s time to give you their estate planning instructions?
It slows things down, and eats in to your profit margin.
In this episode, Tara and Carrie dive into strategies...
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#15 One of the most overlooked issues when drafting TDT wills
When it comes to drafting testamentary discretionary trust wills, there’s one critical issue that has been flying under the radar since 2021 - Foreign Investment Review Board (FIRB) approval.
If you’re scratching...
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#14 Future-Proof Pricing: Setting prices for estate plan amendments
Pricing future amendments to estate planning documents can feel like trying to predict the future—how do you balance client expectations with the risk and expertise involved?
In this episode, Tara and Carrie dive...
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#13 What law school didn’t teach you about Saunders v Vautier
The words ‘Saunders and Vautier’ may trigger flashbacks to your uni succession lectures, however you may be surprised by how relevant this 1841 case is, even in 2024.
In this episode, Tara and Carrie unpack the...
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#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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