Why we all need an estate plan!

Savvy Mumma Podcast

Welcome to the Savvy Mumma podcast, starting a money conversation relevant for Mums who are busy juggling life, careers and households.

This week we are tackling the extremely important topic of estate planning. I really wanted to bring you this conversation early in the Savvy Mumma piece so you can start escalating the task on your financial to-do list.

Death is not a topic we really like to think about or talk about. We all know that we should consider a Will or our estate planning needs, especially when we become parents, but it can be a really difficult and confronting task to complete.

Lucy Percy, from Melbourne law firm Head and Heart Estate Planning, joins me today on the podcast to discuss the elements of an estate plan and how to navigate them. An estate plan extends beyond just creating a Will, there are not only many assets or structures that fall outside the Will, but the process also includes thinking about who and how your children are cared for and giving somebody power to make decisions in the event you are incapacitated.

If this task has been on your to-do list, this episode is a must listen!

CREDITS

Host: Renae Vercoe

Producer: Rachael Hart

CONTACT US

Website: https://moneymode.com.au/savvy-mumma/
Savvy Mumma Facebook Group: Join us

THIS WEEKS GUEST:

Lucy Percy

Lucy Percy is a mother of three and the Principal Lawyer at Head and Heart Estate Planning. Lucy helps her clients navigate the very delicate topic of estate planning and guides individuals and couples on what they should consider and ultimately how to take charge of their responsibilities to provide a loving and secure future for their family or loved ones in the event of death.

Resources:

A Guide to Choosing a Guardian of your Children: https://www.headandheartestateplanning.com.au/

An Estate Planning Guide for Separation to Divorce: https://www.headandheartestateplanning.com.au/resources

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