Episodes
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In this episode, financial expert Vanessa Jansen discusses key financial strategies essential for rural families to consider when planning their estate and succession.
She emphasizes the importance of early planning, understanding tax implications, and structuring assets to ensure a smooth transition and preserve the family legacy.
Vanessa shares practical advice tailored to the unique challenges faced by rural communities, highlighting how strategic financial planning can safeguard the future of the farm and family.
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In this episode, we’re joined by Peter McKnoulty, the founder of Transiting Planning Australia and a highly respected estate planning solicitor. Peter shares his valuable insights into the highs and lows of family outcomes in Australian estate and succession planning. Tune in as he discusses real-life experiences, lessons learned, and how families can navigate the complexities of securing their legacy. Don’t miss his expert advice on avoiding common pitfalls and ensuring a smoother transition for future generations.
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Missing episodes?
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In this episode of Legacy Lessons, I sit down with Michael Cowley, an expert in estate and succession planning, to discuss essential asset protection strategies tailored for rural families.
We explore practical approaches to safeguard your farm and family wealth, ensuring a secure future for the next generation.
Michael shares insights on trusts, insurance, and other tools designed to protect your assets from unforeseen challenges.
Tune in to learn how proactive planning can preserve your legacy and provide peace of mind.
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"In this episode of Legacy Lessons, Sara shares her personal journey of navigating the challenges of farm succession planning in rural Australia. As an extremely capable and valuable daughter-in-law who is still facing resistance within her husband's family, Sara opens up about the struggles of being made an outcast, and not included in critical family decisions. Also, how communication breakdowns may well lead to a loss of family legacy. Tune in for insights on how family dynamics, lack of fairness, parents' excessive control and insecurity, can lead to problems with succession planning. Plus, how to avoid the pitfalls that can tear families apart. A must-listen for anyone facing similar challenges in the rural community!"
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In this episode of Legacy Lessons, I sit down with Peter McVeigh, Executive Director and Senior Wealth Adviser at Elston Financial Solutions, to discuss the crucial relationship between succession and financial planning.
We explore how integrating financial strategies into your estate and succession planning can provide clarity, fairness, and security for your family's future.
Peter shares insights on effective financial strategies that complement estate and succession planning, ensuring a secure future for rural families.
Tune in to learn how to protect your legacy, avoid family conflict, and ensure your farm and business transition smoothly to the next generation.
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In this episode, Tom McVeigh, Director of Life Legacy Legal, shares his expertise on estate and succession planning, emphasizing the importance of early preparation to protect your family's future.
He discusses common pitfalls and offers practical advice tailored to rural families, ensuring your legacy is preserved and your loved ones are cared for.
Tom's extensive experience provides valuable insights into creating a comprehensive plan that safeguards your assets and family harmony.
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In our first episode of Legacy Lessons, I'm joined by Sam Fryer, the creator of the A Place to Call Home podcast series. Sam has been an incredible advocate for rural families, and in this conversation, he shares how our work together has not only impacted his life but also helped countless rural families protect their legacies. Sam discusses the challenges he’s seen firsthand and how the Legacy Blueprint process has provided clarity, direction, and peace of mind for families navigating estate and succession planning. Tune in for a heartfelt conversation about the importance of getting your affairs in order—and the positive changes that come when you do.
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