044 Testamentary Trusts: Protecting Family and Property with Lucy Percy
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044 Testamentary Trusts: Protecting Family and Property with Lucy Percy
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About this listen
When it comes to estate planning, few things are as misunderstood as property ownership and testamentary trusts. In this episode, Nathan and Jordan sit down with Estate Planning lawyer Lucy Percy, founder of Head and Heart Estate Planning, to unpack
- What a testamentary trust actually is,
- How property ownership (joint tenants vs tenants in common) affects your will,
- Why getting this wrong could mean losing half your home.
If you've ever wondered whether a testamentary trust is worth the cost, or what really happens to your home when you pass; this episode will help you understand how to protect what matters most.
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.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.