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2. Estate Planning with Lucy Percy
Manage episode 417508908 series 3570099
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This episode of Life, Loss & Legacy highlights the importance of Estate Planning.
Jordan's joined by Lucy Percy, principal of Head and Heart Estate Planning, and they discuss a range of important considerations when it comes to planning how you want your estate to be distributed.
Lucy's statement that a proper estate plan is the "last act of love for the people you leave behind" is such a wonderful way to capture why this dreaded piece of 'life admin' is so important.
Jordan and Lucy covered other ground too:
- estate planning's importance regardless of age or asset level
- Business owners were guided on documenting through wills and powers of attorney, including testamentary trusts for added protection.
- Various ways individuals can draft estate plans were discussed, highlighting the impact of precise drafting.
- Challenges locating wills after passing were addressed, with proper storage such an important consideration.
- Beneficiaries were discussed, indicating considerations for distribution among entities beyond human beings.
If you'd like to learn more, you can find Lucy via her Instagram page or use the form on her website to book a call.
You can find out more information on our PlanningSolo website, and you can reach Jordan at jordan@planningsolo.com.au.
Visit here to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.
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