
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 financial agreements & insurance 💼
Testamentary vs. inter vivos trusts — what’s the difference? ⚖️
How to stay flexible while safeguarding the future 🔐
Steps to reduce risk and ensure long-term family security 🌾
This conversation is practical, empowering, and focused on helping you lock in peace of mind while you’re still in control.
💡 Legacy Lessons is where rural wisdom meets practical strategy — helping families protect their legacy, build harmony, and secure their future.
#SuccessionPlanning #EstatePlanning #AssetProtection #RuralFamilies #FarmLegacy #LegacyLessons