Tara Lucke & The Art of Estate Planning in Palm Beach, Queensland, Australia | Lawyer & law firm

Tara Lucke & The Art of Estate Planning

Locality: Palm Beach, Queensland, Australia

Phone: +61 417 578 150

Address: 177 Cypress Terrace 4221 Palm Beach, QLD, Australia

Website: http://www.taralucke.com

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25.01.2022 I cancelled the Facebook Live on Thursday and went surfing instead! (cos #balance #locationindependent etc!) It was my first surf in about 15 months and I only caught 1 wave, and it was freezing, and now Im still so sore I can barely lift my arms above my head but damn it made me feel alive!

25.01.2022 Tickets to the first ever online Queensland Law Society Succession and Elder Law Festival close today! I'll be presenting a Q&A session at 12.00pm on Tuesday 17 November about how to find your inner entrepeneur as a succession lawyer, and of course, we'll be celebrating why it's so great to be a succession lawyer! Get your tickets and see the full program at https://loom.ly/Qq0g6ws

25.01.2022 Someone posted a great question in the Art of Estate Planning Facebook Group last week. They wanted to know what is the difference between a testamentary trust, a lineal descendant TT, and a bloodline TT? Are these official types of testamentary trusts, or just marketing jargon? So in this week’s facebook live I'm going to uncover the meaning behind these types of testamentary trusts, and dive into the technical differences between a testamentary discretionary trust and... a testamentary fixed/bare trust. Join us in the Art of Estate Planning Facebook Group this Thursday at 12.00pm AEST/1.00pm AEDT (and don't forget that if you're not a member of the group, you need to join in advance so we can let you in!) https://loom.ly/eCYUY5U

24.01.2022 I am honoured to be this weeks guest on the Doing Law Differently podcast! Lucy Dickens and I chat about my story of finding out what success means to me and how I came to build my own version of my perfect career. I love talking about myself so of course I had a blast! You can listen at www.doinglawdifferently.com.au/52 or through your podcast app. If anything I share resonates with you, I would love to hear!

23.01.2022 I wish it was that easy!

23.01.2022 To mark my 35th birthday last week, I commissioned an extra special present for myself! #toTarafromTara I am incredibly lucky to have inherited a ring from each of my grandmothers. Including my maternal grandmothers engagement ring and wedding band. A beautiful Art Deco design with the sweetest diamond. And it only fit on my wedding ring finger. How special! But then I got married, and now I have my own special rings to wear on that finger. ... So my Grans ring has been sitting patiently in my jewellery box as a keepsake that I never really wear. You might have seen on my instagram stories that I have jumped on the decluttering bandwagon lately, and that includes decluttering my jewellery box. To mark my 35th birthday I asked my friend and jeweller extraordinaire Jodi Phillips Fine Jewellery to remake my grandmothers ring into a new design - one that I can wear everyday which compliments my own wedding and engagement rings. We used the gold from my Grans wedding band and the diamond from her engagement band. The result is a modern update to an heirloom piece that I will wear to remember my Gran every day. What do you think? If youve inherited jewellery, do you feel obliged to keep it in its original form or would you remodel it? How would you feel about your beneficiaries changing your jewellery after your death?

22.01.2022 So I posted yesterday about my mission to help financial planners, accountants and lawyers with letting their inner estate planner run wild with confidence and direction. How exactly does the Art of Estate Planning do that? With our estate planning Cheat Sheets the smart cookie’s guide to systemising estate planning conversations, strategy and making sure you never miss an issue Our Testamentary Trust Starter Pack make testamentary trusts your new best friend... with a detailed strategy training video, videos and handouts for clients explaining testamentary trusts, and newsletter and blog post templates Our Testamentary Trust Precedents you’ve drunk the testamentary trust Kool Aid but need to actually deliver on your advice? All of my own testamentary trust and estate planning precedents are available for lawyers who don’t want to get their hands dirty with precedent drafting And last, but definitely not least The Art of Estate Planning online course. This is the Big Kahuna the complete implementation roadmap for setting up your estate planning solution for clients with confidence. No law degree required! Send me a DM if you want to see which solution is the best investment for your business, or check out https://loom.ly/XqKhfiQ

21.01.2022 I was talking with some of the advisers in The Art of Estate Planning course about how helpful they are finding all the checklists and decision making tools from the course. And I thought, why should you guys miss out on all the fun? So I put together my Estate Planning Cheat Sheets pack so you can join in! These cheat sheets are for financial advisers, accountants and lawyers. Basically, anyone who talks about estate planning with their clients! ... If you feel like your estate planning conversations could do with a little more structure - check it out at https://loom.ly/XqKhfiQ

21.01.2022 "I found the Art of Estate Planning course excellent. Tara presents the course with enthusiasm and has covered all the essential topics for financial advisers. The additional tips and traps that Tara offered as well as the worksheets have made this an invaluable tool for my business" John, financial adviser I love hearing feedback about The Art of Estate Planning course! https://loom.ly/NHwf1FE... The Art of Estate Planning is the complete implementation guide for Financial Advisers and Accountants to get an estate planning offering live in their business this year! Head to https://loom.ly/GhfNUoU to join our tribe! #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #lawlife #goldcoast #lifeofalawyer #lawinspired #entrepreneur #freelance #goldcoastbusiness #goldcoastlife #locationindependent #financialadvisor #financialadviser #accountant #accountantlife #advicespecialist #taralucke

20.01.2022 Looking at adding an online estate planning solution to your estate planning toolkit? I recently updated my market evaluation guide for online estate planning providers with my recommendations on the top providers in this space. This guide comes as a free bonus for all students in the Art of Estate Planning course, but if you aren’t ready to enrol in the online course or don’t feel that you need the course (although it is an awesome resource for inexperienced & experienced advisers alike) you can purchase my guide as a stand alone resource. https://loom.ly/QjZsSvs

20.01.2022 One minute tip: Can you make a will after you lose capacity to make decisions for yourself? Spoiler - NO! Get your will sorted, there is no reason to put it off. Tag your clients who are guilty of putting off their estate planning and need to just get it done! #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #goldcoastbusiness #financialadvisor #financialadviser #accountant #advicespecialist #taralucke ...#testamentarytrust #TT #financialplanner #wealthcoach #wealthadvisor #financialeducation #moneymanagement See more

20.01.2022 The role of technology in estate planning has changed rapidly in the last few years from the acceptance of digital wills under the informal will legislation to the emergency electronic witnessing legislation we saw as part of the COVID-19 response. Have you kept up with the changes? This week’s Facebook Live with special guest Kimberley Martin will take us on a high level tour of the current landscape of wills and technology, including: *Electronic wills... *Informal wills made using technology *Remove execution of wills using technology (i.e. the COVID-19 response) Join us in the Art of Estate Planning Facebook Group this Thursday at 12.00pm AEST/1.00pm AEDT (and don't forget that if you're not a member of the group, you need to join in advance so we can let you in!) https://loom.ly/DU2HtSo

19.01.2022 Ive been nominated for the black and white challenge, to shine a light on and bring attention to violence against women in Turkey, and all over the world. Its really bloody confronting to have to choose the picture that will be used in the media to report your own murder. Even though femicide is at crisis levels all over the world, I personally feel like its not something that could happen to me. Like Im somehow immune because Im white and have a good job and an enormo...us amount of privilege. This isnt just Turkeys problem. Yesterday I saw some stats from @dvconnectqld that one woman dies at the hands of their partner in Australia every single week. Just wow. Why our government isnt taking this seriously is just completely beyond me. Creating awareness is great but taking direct action is even better. If you want to do something tangible, I recommend making a donation to The Centre for Women in Co @thecentreforwomen.co a not-for-profit in Brisbane working hard every day towards fighting this problem. So here it is. The picture they can use if I join the ranks of murdered Australian women. Praying that this selfie never sees the light of day again.

19.01.2022 Are you in my Art of Estate Planning Facebook Group? Of course I'm biased, but I think it's hands down the most valuable and collaborative FREE estate planning community in Australia! The group is open to all Australian financial advisers, accountants and lawyers who want to stay up to date on all things estate planning. You can join us here: https://loom.ly/DU2HtSo

19.01.2022 Did anyone else cancel all their holiday plans this year due to COVID and forget to replace them? Or was it just me? 2 weeks ago I hit a wall and was feeling so busy (I hate feeling busy!) and like I was doing everything from a place of scarcity instead of abundance (time poor, joy poor, quality time poor). So we decided to drop everything and take an impromptu ‘staycation’. ... And it was glorious! We fed the alpacas, went for some short bush walks, took Nash swimming every day (some days it was just in the kiddy pool in the backyard), sunbaked on the beach and ate home-made ice blocks. Most importantly, I rested and took it slow. It was just what I needed. So anyway, if you cancelled all your big holidays this year, here’s your reminder to make sure you schedule some time off! Even if you can’t go anywhere, the R & R won’t hurt you!

19.01.2022 Its #QueenslandWillsWeek, and I felt inspired to put together a checklist to determine whether you need a will! Remember, even if you dont have a will - you still have an Estate Plan. Your government has very generously given you one! My research* reveals that 9/10 times, a person would much prefer to have their own custom estate plan (ie a will) rather than the off the shelf estate plan under the governments intestacy laws. ... So, in summary, if you tick any of these - you should make a will: You are a human and will die one day You have a job There are people or causes you care about You live in a country with laws about tax and dying If this post was helpful, feel free to share! *Research methods based on interviews, observation and life stories

18.01.2022 These days my camera roll is as full as my heart, but this is my favourite snap from the weekend!

18.01.2022 I read this today and it stopped me in my tracks. Imagine life as a game in which you are juggling some five balls in the air. You name them work, family, health, friends, and spirit and youre keeping all of these in the air. You will soon understand that work is a rubber ball. If you drop it, it will bounce back. But the other four balls family, health, friends, and spirit are made of glass. If you drop one of these, they will be irrevocably scuffed, marked, nicked..., damaged, or even shattered. They will never be the same. From this article by Ryan Holiday referencing a blog post by the author and speaker Chris Yeh quoting a speech by former Coca-Cola CEO Brian Dyson: https://loom.ly/I1JihuE

18.01.2022 Thank you to everyone for taking the time to send me your lovely birthday wishes! I feel very #blessed to hear from you all and to have spent the day being spoiled by my two favourite people 34 was extremely kind to me - The Art of Estate Planning keeps growing from strength to strength, I married my dream man and together we co-created a business and became parents to the light of my life, our little boy Nash! Im not sure 35 will be quite as eventful but I cant wait to see what this next year has in store!

18.01.2022 In case you missed it, our Christmas Sale ends tonight! If getting a profitable estate planning solution up and running in your business is one of your 2021 business goals, then now is the time to invest and save 20% off our: Estate Planning Cheat Sheets ... Testamentary Trust Starter Pack Market Evaluation of Online Legal Providers Art of Estate Planning Course for until midnight tonight. USE COUPON CODE AT CHECKOUT: JOY https://loom.ly/XqKhfiQ *Sale does not include Testamentary Trust precedents

18.01.2022 I recorded this BLOG post awhile ago but I thought it was worth sharing again. I recorded it after a pretty tough morning resolving some estate planning issues which could have been avoided if: 1. the clients and family knew where the original estate planning documents were stored 2. copies of the documents were available so we knew what they said 3. the clients had reviewed their documents regularly to ensure the documents were still appropriate ... Getting a comprehensive estate plan in place is a fantastic start but it cant be the end of the story. Its absolutely critical that the key people nominated in the estate plan know how to access copies and originals of the documents so that they can take the quick decisive action when needed. . . . #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #lawlife #goldcoast #lifeofalawyer #lawinspired #entrepreneur #freelance #goldcoastbusiness #goldcoastlife #locationindependent #financialadvisor #financialadviser #accountant #accountantlife #advicespecialist

18.01.2022 In this week's Art of Estate Planning Facebook Live, we have special guest Daniel Taborsky stepping us through the impact of death on Division 7A of 1936 Tax Act. If you're thinking to yourself 'Division 7 WHAT?!' this weeks Facebook live is for you! This session isn't just for the tax lawyers. Its easy to overlook the tax consequences of inter-entity loans and beneficiary entitlements when developing an estate planning strategy, but that doesn't mean that you should!... Daniel is going to step us through some basics around Division 7A and how it can impact on estate planning strategy. I can't promise that you'll be a tax expert after this live, but we will try to equip you with the skills to identify when there's an issue so you can bring in the experts. Join us in the Facebook Live in The Art of Estate Planning Facebook Group at 12pm this Thursday: https://loom.ly/DU2HtSo

17.01.2022 24 hours left to enrol in this week's free training: The 3 step formula to using estate planning to build trust and grow your business This webinar is for financial advisers and accountants who want to take control of the estate planning process for their clients. Here's a quick overview of what we'll be covering in this 1 hour free webinar:... How to choose the right legal partners to deliver estate planning to your clients How to talk about estate planning with your clients without risking your PI cover What do you actually need to know about estate planning to be able to discuss it with your clients How to upskill your team to help with your estate planning service so it’s not all on you Lastly, how do you get systems and processes in place so the estate planning service can help you generate more revenue from your existing client base Enrol now and secure your spot - numbers are limited: https://loom.ly/mbYBfI4 Thursday 3 December at 12.00pm AEST/1.00pm AEDT

16.01.2022 In this weeks Art of Estate Planning Facebook Live, we have special guest Daniel Taborsky stepping us through the impact of death on Division 7A of 1936 Tax Act. If youre thinking to yourself Division 7 WHAT?! this weeks Facebook live is for you! This session isnt just for the tax lawyers. Its easy to overlook the tax consequences of inter-entity loans and beneficiary entitlements when developing an estate planning strategy, but that doesnt mean that you should!... Daniel is going to step us through some basics around Division 7A and how it can impact on estate planning strategy. I cant promise that youll be a tax expert after this live, but we will try to equip you with the skills to identify when theres an issue so you can bring in the experts. Join us in the Facebook Live in The Art of Estate Planning Facebook Group at 12pm this Thursday: https://loom.ly/DU2HtSo

16.01.2022 I’ve had a Testamentary Trust in my will since my 20s. I was single, living it up as a solicitor in Brisvegas after being a poor student for practically my whole life, and didn’t have much wealth to my name (other than a full wardrobe & makeup bag!) BUT I did have a life insurance policy of about $500K that automatically came with my super which I wanted to leave to my nieces & nephews via a TT. Now that I’m married to the man of my dreams and have a little boy of my own (plus some serious life insurance!) you better believe I’ve got a TT in my will! TTs aren’t just for the old, wealthy or at risk - they are for everyone. If you want some guidance on when your clients need a TT, I’ve got some helpful checklists & resources in my cheat sheets & TT starter pack on my website at the link is https://loom.ly/XqKhfiQ

15.01.2022 I’m always talking about how valuable testamentary trusts are, but does that mean every person should include on in their will? Not always. Check out my VLOG about when it’s okay NOT to use a testamentary trust in your will https://loom.ly/PWCK7pI #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #lawlife #goldcoast #lifeofalawyer #lawinspired #entrepreneur #freelance #goldcoastbusiness #goldcoastlife #locationindependent #financialadvisor #financialadviser #accountant #accountantlife #advicespecialist

15.01.2022 It's my 1 year wedding anniversary next week. Which means its 1 year since I signed my new will! Do you have to sign a new will on your actual wedding day... um, no Do you need to make a new will after you get married (or separated)? ... absolutely yes! While the rules in each Australian state do differ slightly, getting married or divorced can have an impact on the effectiveness of your estate planning documents. ... So if you've booked your wedding date, add it to your wedding checklist to update your estate planning documents - you can do it days, weeks or even months in advance so you aren't running around signing your new will on your wedding day like me! If this is helpful for your clients, please feel free to share.

15.01.2022 I’m calling you out. If you’re a financial adviser or accountant and you don’t have an appropriate and comprehensive estate plan, what the hell are you doing? Please know that I say this with kindness & compassion. But it’s time. No more putting it off. Let’s turn this around together by using this as the catalyst for upgrading your estate planning solution for your clients, and use yourself as the test run. I can help you get started. Head to https://loom.ly/XqKhfiQ for inspiration.

13.01.2022 I am honoured to be this week's guest on the Doing Law Differently podcast! Lucy Dickens and I chat about my story of finding out what success means to me and how I came to build my own version of my perfect career. I love talking about myself so of course I had a blast! You can listen at www.doinglawdifferently.com.au/52 or through your podcast app. If anything I share resonates with you, I would love to hear!

13.01.2022 Calling all Australian expats! Has COVID changed your plans about when you're coming back to Aus? If you still have assets in Australia (and yes, your super accounts do count) it is really important to make sure your power of attorney situation is sorted! You need a new power of attorney for medical and financial matters in your current country of residence, and you should also make sure you have an effective Australian power of attorney in case you need a trusted friend or f...amily member to sort out a financial issue for you urgently. If this is helpful for your clients, please feel free to share. #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #goldcoastbusiness #financialadvisor #financialadviser #accountant #advicespecialist #taralucke #testamentarytrust #TT #financialplanner #wealthcoach #wealthadvisor #financialeducation #moneymanagement

13.01.2022 One minute tip: Ever wondered which takes priority between a binding death benefit nomination and a reversionary pension? #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #goldcoastbusiness #financialadvisor #financialadviser #accountant #advicespecialist #taralucke #testamentarytrust #TT #financialplanner #wealthcoach #wealthadvisor #financialeducation #moneymanagement

12.01.2022 An oldie, but a goodie! #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #lawlife #goldcoast #lifeofalawyer #lawinspired #entrepreneur #freelance #goldcoastbusiness #goldcoastlife #locationindependent #financialadvisor #financialadviser #accountant #accountantlife #advicespecialist

12.01.2022 I'm always happiest when I'm at the beach - and by the look of that huge smile, so is Nash! We were blessed with the most beautifully warm weather on the Gold Coast yesterday.

12.01.2022 In honour of NAIDOC week, I'm sharing this insightful webinar about drafting culturally aprpropriate wills for First Nations people which Professor Prue Vines delivered to The Art of Estate Planning Group last year. Always Was. Always Will be. https://loom.ly/KEBDZOg

12.01.2022 Only 25% of Australians have an up to date comprehensive estate planning (according to a study by Charles Sturt University & University of Adelaide in 2017). Last I checked the death rate in Australia was 100% Thinking about our own mortality is no fun, but the certainty that we will all die one day is one of the things that makes living life so sweet! So why do 75% of people give up on having peace of mind and getting their affairs sorted? ... If you've been thinking of brushing up on your estate planning skills so you can have estate planning conversations that ACTUALLY work then The Art of Estate Planning course is for you. This is estate planning training like you’ve never seen before. Energetic, fresh and vibrant this 5 module FPA CPD accredited program covers everything you need to know to start having estate planning conversations with your clients without having to endure hours of boring technical content. Find out more at https://www.taralucke.com.au/the-art-of-estate-planning-co/ And if you want a copy of the report from Charles Sturt Uni and Uni of Adelaide let me know and I'll happily share it with you. #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #lawlife #goldcoast #lifeofalawyer #lawinspired #entrepreneur #freelance #goldcoastbusiness #goldcoastlife #locationindependent #financialadvisor #financialadviser #accountant #accountantlife #advicespecialist

12.01.2022 After a jammed pack year of free estate planning training in The Art of Estate Planning I cant believe that we have only one training left for 2020! To mark the end of the 2020 training program, I'm doing something a little bit different ... drumroll please... it's a live webinar! The topic? ... My 3 step formula to using estate planning to build trust and grow your business; a webinar for financial advisers and accountants who want to take control of the estate planning process for their clients. Here's a quick overview of what we'll be covering in this 1 hour free webinar: How to choose the right legal partners to deliver estate planning to your clients How to talk about estate planning with your clients without risking your PI cover What do you actually need to know about estate planning to be able to discuss it with your clients How to upskill your team to help with your estate planning service so it’s not all on you Lastly, how do you get systems and processes in place so the estate planning service can help you generate more revenue from your existing client base If estate planning is going to be on your business plan for 2021, then this webinar will get the creative juices flowing for how you can hit the ground running in the new year. Thursday 3 December at 12.00pm AEST/1.00pm AEDT Enrol now and secure your spot - numbers are limited: https://loom.ly/mbYBfI4

12.01.2022 Heres another short clip from the much larger conversation that I had with John Cachia, one of my students from The Art of Estate Planning online course, explaining why estate planning is the first thing he does with his financial planning clients Do you see yourself as your clients trusted adviser? If youre not helping your clients sort out their estate planning, youre doing them a disservice by not making sure that the goals and legacy plans continue beyond them. You can watch the entire conversation in The Art of Estate Planning Facebook Group here: https://loom.ly/vf6-8Is

12.01.2022 Got kids? You need an estate plan. Heres why: its not just about you anymore. If something happens to you (& your spouse) your kids needs you to have an emergency plan that can snap into action fast. Who will manage the $$, who will take care of them, who will make decisions for you - no confusion, no bickering. Just clear decisive action. the wealth you leave for your children needs to be protected for them. Not exposed to the risks of your spouse entering into a n...ew relationship; not exposed to your childs financial immaturity (how many disaster stories have you heard about 18 year olds blowing through big inheritances?) the last and most boring (but oh so important) reason - Tax. There are BIIIG tax savings to be had if you do it right (aka use a Testamentary Trust). Which sounds super boring, but money makes the world go around and having more of it in your familys pocket can only be a good thing. Bottom line: if you have kids, then getting an estate plan (with a Testamentary Trust) needs to go on your life admin checklist and you need to get it sorted. If this is relevant for your clients, please feel free to share And if you are looking for an easy guide to motivate your clients to take action about their estate plan, Ive got a free conversation template for you at https://loom.ly/XqKhfiQ

11.01.2022 This is a small clip of a much larger conversation that I had with John Cachia, one of my students from The Art of Estate Planning online course, about why he always starts his client conversations with estate planning. Now that might seem kind of morbid, but if you listen to how John approaches the estate planning conversation, it actually sounds like an incredibly meaningful and connected conversation about a clients values and goals for their lifes legacy. Whats not to love?! Do you see yourself as your clients trusted adviser? If youre not helping your clients sort out their estate planning, youre doing them a disservice by not making sure that the goals and legacy plans continue beyond them.

11.01.2022 In this Facebook Live, John Cachia of AFA Group Wealth shares his experience with using estate planning to reinforce his role as his clients trusted adviser. If youre looking for inspiration about how to start helping your clients sort their estate plan - this is it! John will step us through his journey with offering estate planning and shares his insights about why estate planning is a critical ingredient to becoming your clients trusted adviser. See you in the Facebook live in The Art of Estate Planning Group at 12pm this Thursday! https://loom.ly/DU2HtSo

11.01.2022 Have you heard of Googles inactive account manager? Do you have a plan for how your financial controllers can track down all the online information that they might need to sort out your affairs? Most people overlook this when completing an estate plan (if theyve bothered to do one in the first place) but it can be absolutely critical. We all keep a huge amount of information about our arrangements and assets in our email accounts (think bank statements, rates notices, regi...stration details etc) and a lot of this information is important when your affairs are being tidied up. If you dont sign into your Google account for a set period of time (e.g. 6 months), Google will send you an sms 2 months before the inactive period threshold to flag that your account is at risk of being inactive, and if it remains inactive, they will give access to your account to the people you have nominated. I love this idea for estate planning! If this is helpful for your clients, please feel free to share. #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #goldcoastbusiness #financialadvisor #financialadviser #accountant #advicespecialist #taralucke #testamentarytrust #TT #financialplanner #wealthcoach #wealthadvisor #financialeducation #moneymanagement

11.01.2022 Queensland hasn't changed it's enduring power of attorney forms for over 18 years... UNTIL NOW! If you practice estate planning in Queensland, this week's Facebook live is a must see. Special guest and self confessed succession nerd Michele Davis - Succession Nerd, will lead us through the new decision maker rules and forms taking effect in Queensland from 30 November 2020. Join us in the Art of Estate Planning Facebook Group this Thursday at 12.00pm AEST/1.00pm AEDT (and don't forget that if you're not a member of the group, you need to join in advance so we can let you in!) https://loom.ly/eCYUY5U

11.01.2022 Holy moly! I’m busting out the champagne because The Art of Estate Planning Facebook Group hit over 1000 members this week! Over 1000 lawyers, accountants and financial advisers who believe in the importance of estate planning for Australians! To celebrate, I’m giving away a FREE membership to my online course, The Art of Estate Planning, worth over $1,200! To go in the draw to win, comment on this post and tag any of your friends who you think should join us in the ...Art of Estate Planning Facebook group! Each comment and tag is an entry, so get tagging! All good things must come to an end so you only have until midnight Tuesday 27 October to enter. Want to join us in the Art of Estate Planning Facebook Group? https://www.facebook.com/groups/artofestateplanning/ Interested in learning more about the Art of Estate Planning online course? www.taralucke.com.au/course

10.01.2022 In this week's Facebook Live I'll be joined by our special guest, Lucy Percy! Lucy and I will be discussing her new online course for Australian families all about estate planning. This is the first course of it’s kind in the country and I’m really excited to talk with Lucy about the opportunities to use this resource to guide your clients through the estate planning process. I’m a huge fan of finding better ways to make the estate planning process engaging and effective fo...r clients, and this course ticks all the boxes! You can check out Lucy's online course here: https://loom.ly/mzMlz54 Join us in the Art of Estate Planning Facebook Group this Thursday at 12.00pm AEST/1.00pm AEDT (and don't forget that if you're not a member of the group, you need to join in advance so we can let you in!) https://loom.ly/DU2HtSo

10.01.2022 *Controversial opinion alert* Its time to stop asking people to pick their brain/catch up for a coffee/have a quick zoom chat - without first doing your research, proposing an agenda and being completely clear and upfront in your request about whats in it for you and what you think is in it for them. If you spent 5 minutes looking at my social media you would know I had a baby earlier this year. I talk about it all the time. I work 1 1/2 days a week. While Im working I p...ay a baby sitter to be with my son. My baby is exclusively breastfed and wont take a bottle. He relies wholly on me for his sustenance and this means that even when Im working I am interrupted every 2 hours or so to go sit in a dark quiet room to feed him for about 30 minutes. I get so many requests every day from people to have a quick chat or coffee or zoom. While its flattering, its also obvious to me that most havent looked at my website, downloaded any of my free resources, joined my free Facebook group or read any of the free estate planning education emails Ive sent them if theyre on my mailing list. Im incredibly generous with my free content. I also have an online course that will probably answer all the questions and tell them exactly what they are planning on asking me for free. Im not against connection - in fact, I thrive on it and think its an essential part of doing business. But next time you ask for someones time - be completely transparent about your proposed agenda, what youre getting out of it and what you think they will get out of it. Because, in my case, I need to decide not only if its worth giving up one of the few precious hours a week that I get for meaningful creation, but I am also paying someone else so I can have this conversation with you. Im not just working for free - Im actually out of pocket. And this is not unique to me. Were all in the same boat. Whether you have kids or not, time is one of our most precious commodities and we could all do with more time to spend with our loved ones, on our own self care or on meaningful creation in our genius zone. I think its time to start doing business differently.

09.01.2022 Someone please tell me Im not the only one who hears this?! #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #lawlife #goldcoast #lifeofalawyer #lawinspired #entrepreneur #freelance #goldcoastbusiness #goldcoastlife #locationindependent #financialadvisor #financialadviser #accountant #accountantlife #advicespecialist

09.01.2022 3 truths & 1 lie can you pick it? I almost studied music at university and then changed my mind last minute and got into law school in the second round of offers I wing everything, and I think people who write lists are totally bonkers! It drives my husband crazy! I’m a chocolate addict I’ll easily eat 3 blocks a week I had braces AND headgear as a child. I’m talking the whole over the head harness look. Don’t you dare ask for a photo.

09.01.2022 Here’s another short clip from the much larger conversation that I had with John Cachia, one of my students from The Art of Estate Planning online course, explaining why estate planning is the first thing he does with his financial planning clients Do you see yourself as your client’s trusted adviser? If you’re not helping your clients sort out their estate planning, you’re doing them a disservice by not making sure that the goals and legacy plans continue beyond them. I’ll be talking about this and more in today’s webinar! There’s still a few spots left - DM me if you want to grab one!

09.01.2022 Got kids? You need an estate plan. Here’s why: it’s not just about you anymore. If something happens to you (& your spouse) your kids needs you to have an emergency plan that can snap into action fast. Who will manage the $$, who will take care of them, who will make decisions for you - no confusion, no bickering. Just clear decisive action. the wealth you leave for your children needs to be protected for them. Not exposed to the risks of your spouse entering into a n...ew relationship; not exposed to your child’s financial immaturity (how many disaster stories have you heard about 18 year olds blowing through big inheritances?) the last and most boring (but oh so important) reason - Tax. There are BIIIG tax savings to be had if you do it right (aka use a Testamentary Trust). Which sounds super boring, but money makes the world go around and having more of it in your family’s pocket can only be a good thing. Bottom line: if you have kids, then getting an estate plan (with a Testamentary Trust) needs to go on your life admin checklist and you need to get it sorted. If this is relevant for your clients, please feel free to share And if you are looking for an easy guide to motivate your clients to take action about their estate plan, I've got a free conversation template for you at https://loom.ly/XqKhfiQ

08.01.2022 Getting their estate plan updated in the midst of a family law separation is usually the last thing that crosses a clients mind; but it is so so important! (I really cannot emphases how important this!) As your clients trusted adviser, you can add so much value by helping them take care of this. But the conversation can be tricky. Check out my FREE conversation template to give yourself the discussion points and tools to make this conversation run smoothly at https://loom.ly/EM4dm-Y

08.01.2022 Are you talking about death at EVERY SINGLE MEETING with your clients? You might have seen the study I shared which reported that 75% of Australians do not have a current comprehensive estate plan. What percentage of your clients have their estate plan 100% sorted? (I'm talking up to date wills, powers of attorney, super and life insurance nominations, entity succession plans, the lot!) I'm on a mission to increase access to quality affordable estate planning solutions, and... one of the ways that we can solve this problem is for trusted advisers - THAT MEANS YOU! - to talk about death at EVERY SINGLE MEETING until 100% of your clients have their estate planning sorted. Talking about estate planning doesn't have to be morbid and depressing. In fact, these conversations can be some of the most fulfilling, connected and inspired discussions you'll ever have. I'm talking legacy building, goal setting, heart connecting juicy conversations! If you want to find out how to have estate planning conversations that create CONNECTION and get results, head to https://www.taralucke.com.au/the-art-of-estate-planning-co/ #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #lawlife #goldcoast #lifeofalawyer #lawinspired #entrepreneur #freelance #goldcoastbusiness #goldcoastlife #locationindependent #financialadvisor #financialadviser #accountant #accountantlife #advicespecialist

08.01.2022 Are you having much luck with motivating your clients to say yes to getting their estate planning sorted? Its time to redefine how we think of estate planning conversations. Its time to have hard, real conversations about the important things. Ive put together a free guide of the exact discussion points to use, based on client demographic . If your estate planning conversations need a shake up, check it out at ... https://loom.ly/XqKhfiQ #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #lawlife #goldcoast #lifeofalawyer #lawinspired #entrepreneur #freelance #goldcoastbusiness #goldcoastlife #locationindependent #financialadvisor #financialadviser #accountant #accountantlife #advicespecialist

08.01.2022 Wondering whether you need a will? If you tick any of these - you should make a will: You are a human adult and will die one day ... You have a job There are people or causes you care about You live in a country with laws about tax and dying Remember, even if you don’t have a will - you still have an Estate Plan. Your government has very generously given you one! My research* reveals that 9/10 times, a person would much prefer to have their own custom estate plan (ie a will) rather than the off the shelf estate plan under the government’s intestacy laws. If this post was helpful, feel free to share! *Research methods based on interviews, observation and life stories

08.01.2022 Coming up this week in the Art of Estate Planning, Pat Ellwood of Clover Law is going to lead us through a deep dive of the new integrity rules which now apply to the excepted trust income treatment on income earned by testamentary trusts. If you have no idea what half those words mean - were talking about the new limits on accessing the $20K tax free income for testamentary trusts! If you work with estate planning and/or testamentary trusts and youre not up to speed with ...these changes - then NOW is the time to brush up. Put bluntly - you cant afford to not be across this. Join us at 12.00pm AEST this Thursday in The Art of Estate Planning Facebook Group. And if youre not already in the group, make sure you apply to join (and complete all the application questions) in advance to ensure you secure your spot https://loom.ly/eCYUY5U

07.01.2022 Im calling you out. If youre a financial adviser or accountant and you dont have an appropriate and comprehensive estate plan, what the hell are you doing? Please know that I say this with kindness & compassion. But its time. No more putting it off. Lets turn this around together by using this as the catalyst for upgrading your estate planning solution for your clients, and use yourself as the test run. I can help you get started. Head to https://loom.ly/XqKhfiQ for inspiration.

07.01.2022 If you work in the estate planning space, chances are youve come across family situations that just dont feel right. In this weeks Facebook Live, Amanda Cassar talks us through financial and economic abuse and what we can do in our role as lawyers, accountants or financial advisers. Amanda is a global ambassador for financial abuse prevention and remediation, and has literally written the course on how to tackle economic abuse. In Amandas words "There is no cookie-cutter approach to assisting clients but you can help reduce the risk of exposure to financial abuse through education, and through advising clients about protection options. To learn more, join us in the Facebook live in The Art of Estate Planning Group at 12pm this Thursday: https://loom.ly/DU2HtSo

06.01.2022 I received this DM last week from a financial adviser about the response they had received from their clients lawyer: Why would they want a TT? Doesnt have any tax advantages and money is going to go to their own daughter anyway? The background? The clients daughter is 15 years old & the clients have over $1.5m in assets outside family home. They are now earning $500kpa so asset position is growing rapidly. ... Huh? Sounds like the tax benefits of using a TT could be significant. Not to mention the asset protection advantages of protecting the minor daughter from receiving control of the inheritance at too young an age and from future relationship breakdown risks. Im totally perplexed about the response from the lawyer and why a TT wasnt on the table as an option to at least discuss with the client. My hunch? The lawyer was out of their depth and it was easier to push back than to admit it. Luckily the adviser had the benefits of my online course and the TT starter pack to identify when to push for a second opinion. https://loom.ly/Izkp5NU Find out more at: https://loom.ly/XqKhfiQ

06.01.2022 Financial advisers and accountants! You guys are often the gatekeepers for making sure your clients have their estate planning in order. To help support you with this important role, I put together a free flyer of the top 20 mistakes that I see clients make with their estate planning, so that you can help prevent your clients from repeating these mistakes! You can get your free copy here: https://loom.ly/XqKhfiQ #Artofestateplanning #queenofwills #estateplan #estateplannin...g #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #goldcoastbusiness #financialadvisor #financialadviser #accountant #advicespecialist #taralucke #testamentarytrust #TT #financialplanner #wealthcoach #wealthadvisor #financialeducation #moneymanagement See more

05.01.2022 Do you have clients who are likely to receive an inheritance and are worried about asset protection? Some simple planning decisions and proactive conversations can go a long way towards protecting an inheritance from creditors. Like... you guessed it, discussing testamentary trusts! If you need a confidence boost when it comes to testamentary trusts, my Testamentary Trust Starter Pack is the perfect resource to boost your confidence and get you hitting the ground running ...with some practical client resources. You can check it out at https://loom.ly/XqKhfiQ #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #goldcoastbusiness #financialadvisor #financialadviser #accountant #advicespecialist #taralucke #testamentarytrust #TT #financialplanner #wealthcoach #wealthadvisor #financialeducation #moneymanagement

05.01.2022 I just love this time of year! There's a certain magic in the air, holidays are sooo close and very soon we'll all be able to sit back and enjoy some much needed R&R! Despite it's challenges, 2020 has been a wonderful year for me and I'm in the mood to celebrate, with 20% off all our online solutions! Yep, that's 20% off our:... Estate Planning Cheat Sheets Testamentary Trust Starter Pack Market Evaluation of Online Legal Providers Art of Estate Planning Course for next 4 days until midnight Friday 4 December USE COUPON CODE AT CHECKOUT: JOY https://loom.ly/XqKhfiQ If getting a profitable estate planning solution up and running in your business is one of your 2021 business goals, then now is the time to invest and get a head start on smashing that goal! https://loom.ly/XqKhfiQ *Sale does not include Testamentary Trust precedents

05.01.2022 A little PSA for all the advisers & lawyers out there who have clients sitting on unsigned testamentary trusts wills... MAKE SURE THEY GET SIGNED BEFORE 31 DECEMBER 2020! Why 31 December? Because Revenue NSW has an amnesty for testamentary trusts established in wills signed before 31.12.2020 so that they do not need to irrevocably exclude foreign beneficiaries to be exempt from the land tax foreign person surcharge. And before you tune out and think this doesn't apply to yo...u because your clients aren't in NSW - these rules apply to all Australians anywhere who may have acquired NSW residential property before their death. Which, let's face it, could be your clients (they don't even know it yet!). Freaking out about how to tackle this in 2021? Yeh, me too. If you need more info, there's heaps of discussion going on in The Art of Estate Planning Facebook Group https://loom.ly/wSPEvq4 Tag your friends who need to know about this - it's a huge sleeping issue and I think there's a lot of people who are going to get caught out.

05.01.2022 When the video for my Testamentary Trust Starter Pack doesnt go as planned... #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #lawlife #goldcoast #lifeofalawyer #lawinspired #entrepreneur #freelance #goldcoastbusiness #goldcoastlife #locationindependent #financialadvisor #financialadviser #accountant #accountantlife #advicespecialist #testamentarytrust

05.01.2022 This is me on my wedding day signing my new will! Do you have to sign a new will on your actual wedding day... um, no Do you need to make a new will after you get married (or separated)? ... absolutely yes! While the rules in each Australian state do differ slightly, getting married or divorced can have an impact on the effectiveness of your estate planning documents. ... So if youve booked your wedding date, add it to your wedding checklist to update your estate planning documents - you can do it days, weeks or even months in advance so you arent running around signing your new will on your wedding day like me! If this is helpful for your clients, please feel free to share.

04.01.2022 Do your estate planning conversations need a boost? Learn how to have trust building, motivating, impactful conversations with your clients about getting their estate planning sorted with my tried and true conversation template - free for you to download for a limited time at https://loom.ly/XqKhfiQ

04.01.2022 Hello 2021! Well, January is half way done and that means it’s time to ease my way out of the fog of long lazy summer days by the beach. I’m slowly replacing swims & zooper doopers with my laptop and coffee. And that’s allright by me. In fact, I’m excited for 2021. Last year was wholly devoted to surviving life with a tiny human (and unbeknownst to me, a global pandemic!) but 2021 is my year for business! I’m on a personal mission to make sure every Australian has access to a quality and affordable estate plan. How, you may ask? By supporting as many financial planners, accountants and lawyers as possible to let their inner estate planner run wild with confidence and direction! If that’s right down your alley, well strap in for all things death, trust building and peace of mind!

04.01.2022 How long have you been waiting to finally get a profitable estate planning offering up and running in your business? 6 months? A year? Even longer? I get it. It seems like a huge task. Finding the right legal solution, getting all the systems in place, training your staff and even just feeling confident that in your own estate planning conversation skills. Its so easy to keep putting it in the too hard basket and next months (or years!) to-do list. Youre not alone. I se...e this all the time. But it doesnt have to be hard. The Art of Estate Planning online course gives you the totally doable, practical roadmap for engaging your clients in the estate planning process and choosing the right legal solution for your business, all while entrenching you as the trusted adviser, covering your risk and earning you more money from your existing clients. https://loom.ly/NHwf1FE You can find out all the details of the course & whether it is the right fit for you at www.taralucke.com.au/course

02.01.2022 The Doyles Estate Planning list for Queensland came out this week, and I am proud as punch to be included on the list as a recommended solicitor for estate planning. Especially because Ive spent most of 2020 so far on maternity leave. I remember sitting in my office on Eagle Street doing looong looong hours and wondering how on earth I would successfully mix motherhood and a career in the law. It just didnt seem possible. So much has changed since then and I am proud of ...the hard decisions I had to make so that I could navigate a better path for myself. It hasnt been a walk in the park (I get a lot of help and have regular breakdowns!) but I count my blessings every day that I am able to juggle my two favourite jobs in the world! Congratulations to my colleagues who also made the list, its an honour to see my name amongst such an esteemed list.

01.01.2022 The other day I checked my phone and had the best suprise text message ever. It was from a former client letting me know that their circumstances had changed and they wanted to check in with me about whether they needed to update their wills. Is this the best client you could ask for, or what? At the end of every estate planning matter I give my clients a checklist of events which should prompt them to get back in touch with me. I love it when the checklist works! Any othe...r checklist fans out there? I love the peace of mind I get from working through a checklist when assisting clients and knowing I'm never going to overlook an issue. The Art of Estate Planning course is full of checklists like this one, to help you feel 100% confident in your estate planning conversations If you're ready to take estate planning to the next level in your business, you can find out all about The Art of Estate Planning course at www.taralucke.com.au/course #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #lawlife #goldcoast #lifeofalawyer #lawinspired #entrepreneur #freelance #goldcoastbusiness #goldcoastlife #locationindependent #financialadvisor #financialadviser #accountant #accountantlife #advicespecialist #taralucke #testamentarytrust #TT #financialplanner #wealthcoach #wealthadvisor #financialadvisor #financialeducation #moneymanagement

01.01.2022 Supporting your clients to overcome their fears and inertia around making estate planning decisions is one of the greatest challenges in the estate planning space. Im delighted to have Jolene Hill of Your Life Talks join us in this weeks Art of Estate Planning Facebook live to share her experience with using her conversation cards as a tool to initiate and draw out estate planning instructions from clients. If youre looking for a new way to engage with your clients in yo...ur estate planning discussions, this Facebook Live is a must watch! See you in the Facebook live in The Art of Estate Planning Group at 12pm this Thursday! https://loom.ly/DU2HtSo

01.01.2022 Only 25% of Australians have an up to date will (according to a study by Charles Sturt University & University of Adelaide in 2017). Last I checked the death rate in Australia was 100% Thinking about our own mortality is no fun, but the certainty that we will all die one day is one of the things that makes living life so sweet! So why do 75% of people give up on having peace of mind and getting their affairs sorted? ... If youve been thinking of brushing up on your estate planning skills so you can have estate planning conversations that ACTUALLY work then The Art of Estate Planning course is for you. This is estate planning training like youve never seen before. Energetic, fresh and vibrant this 5 module FPA CPD accredited program covers everything you need to know to start having estate planning conversations with your clients without having to endure hours of boring technical content. Find out more at https://www.taralucke.com.au/the-art-of-estate-planning-co/ And if you want a copy of the report from Charles Sturt Uni and Uni of Adelaide let me know and Ill happily share it with you. #Artofestateplanning #queenofwills #estateplan #estateplanning #goldcoastlawyer #womeninlaw #womeninbusiness #peaceofmind #lawlife #goldcoast #lifeofalawyer #lawinspired #entrepreneur #freelance #goldcoastbusiness #goldcoastlife #locationindependent #financialadvisor #financialadviser #accountant #accountantlife #advicespecialist

01.01.2022 Im always happiest when Im at the beach - and by the look of that huge smile, so is Nash! We were blessed with the most beautifully warm weather on the Gold Coast yesterday.