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эпизод 70

Tara Lucke - The Art of Estate Planning

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эпизод 70

37 просмотров · 9 дней назад
Tara Lucke - The Art of Estate Planning
1,02 тыс. подписчиков
37 просмотров · 9 дней назад
Letters of wishes often get treated as an optional extra – nice to have, but not essential. In reality, they play a powerful role in how an estate plan is understood, implemented, and experienced by a family. In this episode, I unpack the role of the letter of wishes and why it deserves more attention in modern estate planning. While a letter of wishes isn’t legally binding, it can be the document that provides clarity, context, and comfort when it’s needed most. If you’ve ever wondered whether letters of wishes are worth the effort, or how to use them more effectively, this episode will help you approach them with confidence and intention. Find out more about our letter of wishes workbook here: https://www.theartofestateplanning.co... – Tara Lucke, Australian Estate Planning Lawyer-Turned-Educator and Founder of The Art of Estate Planning Discover how to scale your estate planning practice at https://www.theartofestateplanning.co... #LetterOfWishesWorkbook #WillPrecedents #TestamentaryTrustWillPrecedents #TestamentaryTrustPrecedents