#103 The Estate Planning Mistakes That Can Make a Breakup Even Worse
The Art of Estate Planning PodcastShow Notes
When a relationship breaks down, the family law issues understandably take centre stage.
But while everyone is focused on property settlements and parenting arrangements, the estate plan can becomes a major risk.
In this episode, I unpack why updating the estate planning documents is a vital part of the separation process. Download the free conversation template to help your clients here.
More from The Art of Estate Planning Podcast
Ever walked out of a client meeting and suddenly thought… “Oh no. I forgot to ask them THAT?”
Ever had a client ask for a “bloodline trust”, “protective trust” or some other impressively named structure and quietly wondered whether you’ve missed an entire area of trust law?
Did the Federal Court just reheat Richstar 20 years later?
Capital reserved testamentary trusts sound like the perfect compromise: let a spouse benefit from the income while preserving the underlying inheritance for the bloodline.
Sometimes a client stalls on their will, ghosts you completely, or suddenly has a reaction that feels wildly out of proportion to what’s actually happening.