Season 2, Episode 2 – Securing a Future for your Children (ft. Lucy Percy from Head and Heart Estate Planning)

In this episode of the Simply Separated Podcast we had the opportunity to hear from Lucy from Head and Heart Estate Planning.

In this episode we talk about:

• Considerations parents need to make when starting the separation process in regards to Wills and Estates
• Take the advice of your family lawyer and update your Will and Estate
• Lucy uses an example of a previous client to show the importance of being prepared
• Lucy explains that the Court only considers evidence, so being proactive in updating your evidence is essential
• Lucy discusses Joint tenancy and Estate Planning
• The format of a basic Will and busting some of the Myths
• Explaining, in detail, to the Executor of your Will practical process’
• Lucy explains Legal Guardianship and the difference legally binding and wishes
• The roles of an Executor vs a LegalGuardian and what they need to know about your children
• Lucy shares the multiple reasons why you would change your Will
• Cost involved in Estate planning vs a day in Court
• Lucy is Wise in her work, Happy in her family life and Kind in all other aspects of life.

Sit back and enjoy this important interview with Lucy Percy.

Learn more about Head and Heart Estate Planning here:

• Visit their website here: https://www.headandheartestateplanning.com.au/
• Facebook: https://www.facebook.com/headandheartestateplanning
• Instagram: https://www.instagram.com/headandheartestateplanning