Legacy Lessons

You’ve worked hard to build your family’s assets, but are they really protected? In this episode of  Legacy Lessons , Mark Westcott from  Rural Succession Solutions  and solicitor  Kerryanne Williams  explore the essential protective strategies every rural family should have in place  while they’re still alive . They discuss: How to structure ownership for asset protection 🏡 The role of binding f...

Why is starting the succession planning conversation often the hardest part? In this opening episode of  Legacy Lessons , Mark Westcott from  Rural Succession Solutions  and solicitor  Kerryanne Williams  unpack the emotional, practical, and psychological barriers that stop rural families from beginning the process. They discuss: Why families delay succession planning The fears and misunderstandin...

Legacy Lessons - Simon Thompson

Yellowstone to Your Own Gate: Tom Cosentino’s Advice for Young Farmers. Farm ownership is one of the biggest dreams — and biggest challenges — for young people in agriculture today. For many, the idea feels out of reach due to skyrocketing land prices, complex succession issues, and the uncertainty of stepping into such a high-risk, high-reward lifestyle. But every now and then, someone comes alon...

🎙️  Legacy Lessons | Episode: "Trust the Process: Testamentary Trusts with Michael Cowley" When it comes to protecting the family legacy, few tools are as misunderstood—and as powerful—as testamentary trusts. In this episode of  Legacy Lessons , Mark Westcott sits down with Michael Cowley, a respected solicitor and partner at Fox and Thomas, to unpack exactly how testamentary trusts work...

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...

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 le...

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 yo...

"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 breakdow...

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 insig...

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 ins...

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 Lega...