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Dev Raga Personal Finance
411 will and estate planning (Q&A with a lawyer) part 1
In todayโs episode Dev interviews special guest Marlee Viero who is a lawyer specialising in wills and estate planning. They chat about:
๐๐พ what happens when you don't have a will?
๐๐ฟ do it yourself will kits
๐๐ป what is an executor?
๐ what is a beneficiary?
๐๐ผ what is a guardian?
๐๐ฝ what about kids under 18?
๐๐พ distribution of assets, special items, etc.
๐๐ฟ what is a testamentary trust?
Find out more about Marlee & the Nest Legal team: www.nestlegal.com.au
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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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