Люк 2 10 26

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 2 October 2026 with 2CC’s Leon Delaney. The topic is: The role of the Executor in a Will and Estate Planning. It’s really important that you choose the right person to act for you, and of course, be sure to tell them that you’d like them to act for you too. Don’t leave it until you’re not here for them to find out. There’s a bit to consider in choosing the right person and it’s important you understand what their role is in settling your estate. Thank you for joining us live on 2CC, YouTube, Spotify or your favourite podcast streaming service for ‘The Strategy Stacker – Luke Talks Money’. Key topics covered include: What is the role of an Executor in a Will? It might be a more cumbersome role than you think, depending on the assets, structures and people involved. As a result, you need to think about the capacity of the person you put into that role. What happens if you don’t have someone who can act for you? You may consider the Public Trustee but beware of issues and costs. An Executor doesn’t have to be your spouse, although it can be. An Executor is not the same as a Power of Attorney. An Executor will also have to deal with your relatives, some of whom may be difficult or wanted more from your estate. Can you ask your solicitor to be your Executor? Have a conversation with your Executor when making the decision. Can an executor charge an estate for reasonable costs they incur in their role? Luke shares his top tips – for Wills and Estate Planning. Do you need help with your personal financial planning and estate planning? Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including insurance, investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your own goals and situation. He can also refer you to an estate planning solicitor should you need one. Looking for more information on superannuation, retirement planning, and financial planning? Dive deeper with Luke's expert insights and strategies! 📘 Smart Money Strategy by Luke is out now! Discover more at https://thestrategystacker.com.au/ and don’t forget to grab the free templates online right now under ‘Resources’. 🔔 Stay Connected: • YouTube:    / @thestrategystacker   for the latest videos. • Facebook:   / envisionfinancial1   for updates and tips. • LinkedIn:   / luke-smith-26a4ba16   for professional insights. • TikTok:   / thestrategystacker   for quick tips and tricks. • X (formerly Twitter):   / envisionadvice   for real-time links. 🎧 Listen to Our Podcast: • Spotify: https://open.spotify.com/show/2V0zIrO... • Apple Music: https://podcasts.apple.com/au/podcast... • iHeartRadio: https://www.iheart.com/podcast/256-th... • YouTube Podcasts:    / @thestrategystacker   Got a general financial planning question? Visit https://thestrategystacker.com.au/ask... If you have specific financial planning questions, please make an appointment with Luke to get personal financial advice. Call Envision Financial on 02 6260 4749 to make a booking.