On this weeks episode of the Young Money Podcast, we are talking about the importance of estate planning for young Australias, as well as busting some common myths that come with putting in place a will, being in a relationship and having an up to date estate plan.
I am joined by a guest, Tara Lucke, Tara is an estate planning specialist and the co-founder of View Legal. Tara shares some of the horror stories she has witnessed in her career and why she is so passionate about what she does.
Tara also discusses what it was like to work for a large law firm, attempting to climb the corporate ladder and why reaching the much-desired partner status wasn’t what she thought it would be. And how she now works as a location independent estate planning specialist and consultant.
“Becoming a partner was meant to be the pinnacle, and when I achieved it, I didn’t feel successful”
About Tara Lucke
Tara Lucke from Tara Lucke Legal is passionate about helping her clients reach peace of mind about the protection of their wealth. Aside from her legal interests, Tara is also a keen yogi, and after a move to the sunny Gold Coast in an attempt to gain some much-needed work-life balance, she is currently learning to surf.
After spending a large part of her career at a firm called McCullough Robertson, in 2014 Tara co-founded a law firm called View Legal – a boutique firm which specialises in supporting accountants, financial planners, and other lawyers to become their client’s trusted adviser.
Find out more about Tara Lucke