Podcast appearances and mentions of tara lucke

EP 53 - Estate Planning Deep Dive w/ Tara Lucke Ask a question | https://www.rossmarais.com/askross Episode Sponsor | This episode is brought to you by More Time Financial, a financial planning company that is on a mission to help young Australians make smarter decisions with money by providing real-life financial advice, coaching and financial education. Book in for a free initial 30-minute consultation - https://moretimefinancial.com.au/get-started/ Disclaimer | In preparing this podcast episode, the contributors have not taken into account any particular person's objectives, financial situation or needs. Before acting on this information, you should consider its relevance to your personal circumstances.

Today on the Being Unstoppable Podcast, Caralee dives into how to get your and your teams CPD points the either low-cost or no cost way. All while ensuring they are of massive value to you and your team. There are a few strategies to be creative to get those points, and today Caralee shares how she and her team get in those CPD sessions! Tune in to hear the below ideas and how Caralee has run them in her law firm: Run your mini CPD conference with your team or other lawyers. This challenges you to create your CPD presentations as well as tune into others' presentations around you; Invite different professionals to present a topic to your team based on their industry. This is a fabulous way to not only get free, value-packed CPD points but will also strengthen referral relationships; Do exactly what you are doing now - listen to a legal podcast! This is a fabulous way to get CPD points because you can listen to them on your commute or while you do your day-to-day tasks. Free webinars! There are so many free webinars & Facebook lives that happen weekly in the law industry. Tara Lucke is a great one to tune into - she is all about estate planning and testamentary trusts. Start writing! Write an article on your area of law and publish it on your website. This is also a fabulous way to recycle content - Turn it into a social media post or video. Audiobooks! Listen to an audiobook on a specific law topic, and like a podcast - listen in whenever you want. Become a part of a group like the Scalable Business Lounge, where you can use the content towards your CPD points! With a new Masterclass out every month, this is an excellent way to learn about different topics. When it comes to CPD points, it doesn't have to be giving up your weekend and spending thousands of dollars to attend a conference. Instead, be intentional about what you want to learn and get creative using the above tips and tricks! You will have your CPD points before you know it! CONNECT WITH Caralee: Instagram @caralee.fontenele Facebook: @caraleefontenele LinkedIn: @caraleefontenele SUBSCRIBE & REVIEW IN ITUNES FOR A SHOUTOUT Are you subscribed to my podcast? If you're not, you need to! I don't want you to miss an episode.

In 2014 , Tara Lucke co-founded a boutique law firm. Today, she graces the virtual floors of DLD with the story of why she quit full-time law at the age of 30 and how she went on to become the founder of The Art of Estate Planning, a part-time Nexus lawyer and a full-time mum. The post Success Isn’t Making Partner: Tara Lucke on Passive Income (ep 52) appeared first on Lucy Dickens.

In this episode, I chat with Tara Lucke live at the United - the 2019 AFA Conference in Adelaide.   You can connect with Tara: https://www.linkedin.com/in/taralucke/

Is Estate Planning part of your holistic value proposition as a Financial Advisor? Do you cringe when you think about starting the EP conversation with your clients? Tara Lucke is the Estate Planning expert who believes Advisors are in the best position to help their clients reach peace of mind by protecting the assets and lifestyles they work so hard to acquire. She’s so passionate about helping Advisers use Estate Planning to entrench themselves as their client’s trusted advisor and grow their businesses, she’s created an entire blueprint course called ‘The Art of Estate Planning’ on the XY online training platform (https://co.xyadviser.com/taralucke). Episode highlights: 7:00 – Is Estate Planning for lawyers, Advisors or both? 12:50 – Why aren’t Advisers getting involved in the EP process? 14:27 – Becoming your client’s trusted advisor 21:20 – The four fundamentals of Estate Planning 26:07 – How to subtlety position Estate Planning in client conversations 32:28 – Let’s talk Testamentary Trusts! Show Notes: Tara Lucke LinkedIn - https://www.linkedin.com/in/taralucke/ Tara Lucke website - https://www.taralucke.com.au The Art of Estate Planning Community - https://www.facebook.com/groups/artofestateplanning/ General Disclaimer - https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia. We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

On this week’s episode of the Young Money Podcast, we are talking about the importance of estate planning for young Australians, as well as busting some common myths that come with putting in place a will, being in a relationship and having an up to date estate plan. Episode Sponsor   This episode is brought to you by More Time Financial. A financial planning, money management and financial education company who are on a mission to help young Australians make smarter decisions with their money. If you need to put in place or review your personal estate plans, contact More Time Financial and find out how they can help you protect you and your family from costly legal mistakes. I am joined by a guest, Tara Lucke, Tara is an estate planning specialist and the co-founder of View Legal. Tara shares some of the horror stories she has witnessed in her career and why she is so passionate about what she does. Tara also discusses what it was like to work for a large law firm, attempting to climb the corporate ladder and why reaching the much-desired partner status wasn’t what she thought it would be. And how she now works as a location independent estate planning specialist and consultant Find out more about Tara Lucke Tara Lucke Legal Website Instagram@taraluckelegal YouTube LinkedIn To stay up to date with the latest news, sign up to The Young Money Newsletter and get insights, tips and resources to help you make smarter decisions with your money delivered straight to your inbox each week About Me: Ross Marais I am a Gen Y Financial Adviser & Lifestyle Planner. CoFounder of More Time Financial. For the past 4 years I have been on a mission to help young Australians make smarter decisions with their money. Follow me Online Here: Website | rossmarais.com Instagram | Instagram@rossmarais Youtube | Youtube@rossmarais Facebook | Facebook@rossmaraisfp Twitter | Twitter@rossmaraisfp LinkedIn | LinkedIn@rossmarais Medium | Medium@rossmarais This Episode was created with the assistance of the very talented team at Udeo Media. In preparing this podcast episode, the contributors have not taken into account any particular person's objectives, financial situation or needs. Before acting on this information, you should consider its relevance to your personal circumstances.

Today we chat with Co-founder and consultant with Tara Lucke from View Legal about the importance of Estate planning. Though it is not something we like to talk about, it is so important for protecting your assets and loved ones, no matter what stage of life you are at. In this interview we cover: Making sure your hard earned money goes to the right place with a good estate plan What happens to your money if you don't have an estate plan Why you need consider having a Power of Attorney no matter what your age Why you may have more assets than you think How to avoid lawyers taking advantage of your estate The two important factors to consider in your estate planning once you have children Case studies of poor estate planning situations The problem of the "I love you" wills Why you need to consider Testamentary Trusts as part of your estate planning for asset protection and tax benefits The different roles of the Power of Attorney Conversations you need to have with family members Considerations for estate planning for Small Business owners   Links mentioned in the show Tara - LinkedIn Tara - Instagram

This is a podcast of the webinar ‘Estate planning – Tools to grow your business’ held on 15 March 2016. The webinar was presented by Tara Lucke and Patrick Ellwood, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area. Estate planning is arguably the ‘new black’ for many advisers. One of the very few areas of the law where advisers and clients can work collaboratively and constructively. Estate planning and related areas can be a critical value proposition for any adviser wanting to remain relevant. This session will explore five key ways you can deliver client solutions that will also grow your business, namely: Online adviser facilitated estate planning; Adviser facilitated probate and estate administration; ‘All You Can Eat’ legal document access; The VIP platform; and The View Rewards program.

This is a podcast of the webinar ‘Firm of the Future – Now’ held on 17 February 2016. The webinar was presented by Tara Lucke and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area. The impact of radical market changes and ever increasing complexity, mean the business models of all professional service firms (PSF) are under constant reassessment. Many argue that the key to success, and perhaps even survival, is to create a true ‘Firm of the Future’. This session will deconstruct why the concept is gaining such traction and provide deep insight from someone who has twice in the last 5 years re-written the PSF rule book. 5 key benefits – How to learn what not to do – quickly!; Demystifying the key building blocks of a firm of the future; The 3 P’s – Process, Product and Pricing; Inside account of how to create a true firm of the future; and Exploring how the good artists borrow; and the great artists steal.

This is a podcast of the webinar ‘Enduring powers of attorney and guardianship – everything you need to know’ held on 17 November 2015. The webinar was presented by Tara Lucke and Patrick Ellwood, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area. Arguably, one of the most contentious areas of estate planning relates to enduring powers of attorney and guardianship. There is an array of issues that must be taken into account in relation to appointing attorneys and guardians. In this 60-minute presentation, we explored some of the key things that advisers must address, including: how to structure the appointment of more than one attorney; the interrelationship between attorneys, enduring attorneys, guardians, executors and binding death benefit nominations; the interplay of these arrangements across state and international borders; the role of state government departments; and the implications of recent court decisions, including the high court’s decision in Stanford.

This is a podcast of the webinar ‘How to access market leading advice …. For less than $1 a week’ held on 25 February 2015. The webinar was facilitated by legendary entrepreneur Paul Dunn, Chairman of B1G1 – Business for Good. With Paul, View directors Matthew Burgess and Tara Lucke, explored the key themes in the revolution of professional service advice, including how advisers can best leverage the ‘VIP platform’. The VIP (View Intellectual Property) platform is a subscription service that, for the first time, creates access to high quality legal advice at exceptional value on a wholesale basis to accountants, financial planners and lawyers Australia wide. The platform has been built around market feedback and includes a number of features available exclusively to subscribers.

This is a podcast of the webinar ‘Testamentary trusts: key revenue issues’ held on 29 October 2014. The webinar was presented by Tara Lucke and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area. This 90 minute presentation specifically addresses: Distributions from testamentary trusts, including: distributions to minor beneficiaries external accretions to testamentary trusts after death the treatment of capital gains Implications of holding a main residence in a testamentary trust The transfer of assets from: the will maker to the LPR the LPR to the testamentary trust the testamentary trust to a beneficiary during the term of the trust and on vesting.

This is a podcast of the live seminar – ‘Restructuring businesses for asset protection and succession’ – held on 8 October 2014. The seminar was presented by Matthew Burgess, Patrick Ellwood and Tara Lucke, directors of View and widely recognised as three of Australia’s leading revenue focused lawyers in this area. The seminar centred around the provided case study, and specifically focused on: the asset protection, tax and commercial issues with the structure in the case study; our restructure recommendations for achieving optimal asset protection and tax effectiveness, utilising: specific capital gains tax roll-overs and Division 152 concessions stamp duty corporate reconstruction relief tax consolidated groups

This is a podcast of the webinar ‘Testamentary Trusts – The fundamentals’ held on 26 August 2014. The webinar was presented by Matthew Burgess and Tara Lucke, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area. This 90 minute presentation specifically addresses: testamentary trusts and bankruptcy testamentary trusts and the family court overview of the taxation of testamentary trusts protective trusts and other types of special testamentary trusts practical considerations for testamentary trusts