The Art of Estate Planning Podcast

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 k…

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 tha…

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 thi…

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 shar…

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 di…

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 fo…

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 …

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 sou…

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 …

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 —…

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 …

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 f…

Binding Death Benefit Nominations (BDBNs) — nearly every Australian super fund member has one, yet they remain one of the most misunderstood pieces of the estate planning puzzle.

Its frightening how …

What happens when a top-tier tax lawyer trades Sydney harbour views for the quiet charm of regional WA? You get Bernadette Terry — founder of Great Southern Wills and an absolute gem in the estate pl…

Welcome to 2025, where crypto wallets, NFTs, and digital assets are an everyday part of the estate planning conversation — and a growing challenge for lawyers.

In this podcast episode, crypto-consult…

With the end of financial year around the corner, it’s the perfect time to review what’s working in your firm... and what’s quietly eating into your profits.

So if your gut’s been whispering “should …

This episode is for anyone who's curious about what it takes to stop dabbling and start getting serious about offering estate planning to your clients.

Whether you've seen how good us estate planning…

Ever wondered what actually goes into keeping estate planning precedents sharp, shiny, and up-to-date?

Spoiler alert: it's a lot more than a quick cut-and-paste job.

In this episode, we're lifting th…

It's tempting to just pop an extra clause into a client's will to cover off on the succession plan for their family trust - but this is far from the gold standard in discretionary trust succession.

I…

Naming guardians for minor children in a Will is, hands down, one of the most emotional (and often avoided) parts of estate planning. It’s heavy, it’s real, and it's the most important decision you'l…