042 What to Know Before Updating Your Will - with Lucy Percy
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042 What to Know Before Updating Your Will - with Lucy Percy
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About this listen
When should you update your will?
What really makes a "good" one?
In this episode, Nathan and Jordan sit down with estate planning lawyer Lucy Percy to unpack the triggers for reviewing your will, the role of an executor, and why DIY will kits can create costly headaches later.
They also explore how to handle guilt, fairness, and blended family complexity after loss and why the right lawyer can make all the difference.
Visit www.weavinggoldpodcast.com for more episodes, blogs and to get in touch.
Lucy Percy
Email: lucy@hhep.com.au
Web: www.headandheartestateplanning.com.au
Nathan:
advice@nathanfradley.com.au
www.nathanfradley.com.au
Jordan:
jordan@planningsolo.com.au
www.planningsolo.com.au
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser or legal professional.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.