2. Estate Planning with Lucy Percy
This episode of Life, Loss & Legacy highlights the importance of Estate Planning.
Jordan's joined by Lucy Percy, principal of Head and Heart Estate Planning, and they discuss a range of important considerations when it comes to planning how you want your estate to be distributed.
Lucy's statement…
🙏 Grief, Loss and Showing Up as a Personal Brand Business Owner In Difficult Seasons (I’m Back)
This is a story about grief, loss and how to navigate it as a personal brand.[Read the full blog post here].
Almost six weeks ago now, I lost my beautiful mum.
(It hurts to type that).
It feels like my security blanket has been ripped from under me.
I feel alone, exposed and honestly? Just so ver…
#26 Guardians, Trusts, and Beneficiaries
In today's episode of Cash Talk, Multi-Award Winning Australian Wealth Adviser John Cachia is joined by expert estate planning lawyer Lucy Percy to discuss the crucial aspects of estate planning.
Together, they delve into the importance of nominating a beneficiary and selecting a guardian for you…
Why a Testamentry Trust Will?
In this episode, we sit down with Lucy Percy, estate planning lawyer and founder of Head and Heart Estate Planning, to explore the powerful benefits of a Testamentary Trust Willand how it differs from a standard Will. Lucy breaks down the key advantages of Testamentary Trusts, including:
- Tax effe…
039 Why Everyone Needs an Enduring Power of Attorney
A will only matters after you're gone, but what happens if you lose capacity while you're still here? In this episode, Nathan and Jordan are joined by estate planning lawyer Lucy Percy from Head and Heart Estate Planning to unpack why an Enduring Power of Attorney (EPOA) might be the most important…
042 What to Know Before Updating Your Will - with Lucy Percy
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…
The Conversation Every Family Avoids (And Why You Can’t Anymore) with Lucy Percy
Join host, Sarah Coombes and estate planning lawyer Lucy Percy as they take the overwhelm out of estate planning. You’ll learn the basics and roles in estate planning, the difference between basic and testamentary trust wills, and why having it is one of the kindest acts you can do for your family.…
044 Testamentary Trusts: Protecting Family and Property with Lucy Percy
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 pr…
What We’ve Learned, What We’ve Changed, and Who We’re Becoming
Five months.314,000 women reached.A community of mothers, earners, leaders, and learners transforming their lives one episode at a time.
Today, we look back at the conversations that changed households, bank accounts, relationships, nervous systems, and entire identities.
In this celebration episod…
B-Squared Podcast - Episode Four Featuring A Very Special Guest Lucy Percy
Episode Number Four is an episode you do not want to miss!
We’re joined by a very special guest, Lucy Percy from Head & Heart Estate Planning, for a conversation that could have you looking at your family, your assets and your future a little differently!
We dive into the recent Government changes …
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