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Dev Raga Personal Finance

411 will and estate planning (Q&A with a lawyer) part 1

Season 4
โ€ข

In todayโ€™s episode Dev interviews special guest Marlee Viero who is a lawyer specialising in wills and estate planning. They chat about:


๐Ÿ‘‰๐Ÿพ what happens when you don't have a will?

๐Ÿ‘‰๐Ÿฟ do it yourself will kits

๐Ÿ‘‰๐Ÿป what is an executor?

๐Ÿ‘‰ what is a beneficiary?

๐Ÿ‘‰๐Ÿผ what is a guardian?

๐Ÿ‘‰๐Ÿฝ what about kids under 18?

๐Ÿ‘‰๐Ÿพ distribution of assets, special items, etc.

๐Ÿ‘‰๐Ÿฟ what is a testamentary trust?


Find out more about Marlee & the Nest Legal team: www.nestlegal.com.au


We hate email spam so we donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


SYMO interactive Pty Ltd trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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