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Content provided by Nathan Fradley, Jordan Vaka, Nathan Fradley, and Jordan Vaka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathan Fradley, Jordan Vaka, Nathan Fradley, and Jordan Vaka or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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039 Why Everyone Needs an Enduring Power of Attorney

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Manage episode 514811755 series 3664125
Content provided by Nathan Fradley, Jordan Vaka, Nathan Fradley, and Jordan Vaka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathan Fradley, Jordan Vaka, Nathan Fradley, and Jordan Vaka or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 document you ever sign.

They explore what happens if you don't have one, how long it can take to get legal authority after capacity is lost, and the hidden traps when financial institutions don't understand how to apply them.

Visit www.weavinggoldpodcast.com for more episodes, blogs and to get in touch.

Lucy Percy

Email: [email protected]

Web: www.headandheartestateplanning.com.au

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

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 or legal professional.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

  continue reading

41 episodes

Artwork
iconShare
 
Manage episode 514811755 series 3664125
Content provided by Nathan Fradley, Jordan Vaka, Nathan Fradley, and Jordan Vaka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathan Fradley, Jordan Vaka, Nathan Fradley, and Jordan Vaka or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 document you ever sign.

They explore what happens if you don't have one, how long it can take to get legal authority after capacity is lost, and the hidden traps when financial institutions don't understand how to apply them.

Visit www.weavinggoldpodcast.com for more episodes, blogs and to get in touch.

Lucy Percy

Email: [email protected]

Web: www.headandheartestateplanning.com.au

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

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 or legal professional.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

  continue reading

41 episodes

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