All Episodes
Episodes
#53 Challenge Accepted: Will Disputes 101
In this special episode, our guest speaker Timothy Morton breaks down the fundamental principles a will can be challenged. He’ll step us through the main ways a will can be attacked and some of the key cases in this...
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#52 Rethinking the Estate Planning Meeting
Meeting with clients to discuss their estate planning is core to our business, but how much time have you devoted to optimising your meeting strategy?
If you’re guilty of doing the same old thing that you’ve done for...
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#51 Bypassing & Breaking Up with a TDT
Your clients have heard you sing the praises of testamentary trusts — tax free income for minors, family law and bankruptcy protection. They’re sold.
But what if we need to get the assets out?
In this episode, we...
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#50 Life Insurance: The Unsung Hero of Estate Planning
Life insurance might not get a lot of airtime in estate planning education … but when used well, it can completely transform the outcome for your clients and their families.
In this episode, I’m sharing why I love...
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#49 Skipping the Kids: What Happens When Clients Want to Leave It All to the Grandkids
It’s not the most common estate planning strategy … but it’s also not as rare as you might think.
What do you do when a client says they want to skip over their adult children and leave everything directly to the...
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#48 Charitable Giving Structures in Estate Planning
Estate planning isn’t just about dividing assets - it’s our final opportunity to create a lasting impact.
Whether it’s supporting a favourite charity, funding medical research, or leaving a legacy for future...
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#47 Are you socials ready for the next Testamentary Trust trend?
Are you socials ready for the next Testamentary Trust trend?
Your law firm's social media isn’t just about dancing reels or legal fun facts — it’s often your prospective client's first impression of you.
And if a...
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#46 Can't I just use my family trust? Why TTs are the superior solution
It's a super common question when preparing an estate plan for a client who already has a family trust: "Can I just use my existing family trust? Why do I need a new testamentary trust"?
It might sound like the...
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#45 Tax-Free Income for Minors? Here’s How Testamentary Trusts Work
One of the most powerful (and intimidating) features of testamentary trusts? Their ability to stream tax-free income to minors thanks to the excepted trust income rules.
If you start breaking out in a sweat the minute...
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#44 Patch Job or Pitfall? The Codicil Debate
Codicils seem like a tidy fix. A quick amendment. A low-cost update. But are codicils actually more trouble than they’re worth?
In this episode, we dig into the real risks behind the humble codicil — and whether using...
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#43 Are BDBNs overrated?
They're seen as a “must-have” in estate planning. But… are Binding Death Benefit Nominations (BDBNs) actually essential for every client?
In this episode, we challenge the conventional wisdom around BDBNs — and ask...
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#42 From Litigation to Legacies: Lidia Vicca’s Big Career Pivot
In this episode, Tara chats with Lidia Vicca, founder of Vicca Law, about her bold career shift from being a top-tier litigator to running her own boutique estate planning firm.
After welcoming her first child, Lidia...
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