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706b wills & estate planning (Q&A with a lawyer)

Season 7
โ€ข

In today's episode Glen and John chat about all things wills and estate planning with Erin Henry from Devise Legal. Long time listeners will remember Erin from the OG podcast days! They cover:


๐Ÿ‘‰๐Ÿพ what happens if you die without a will?

๐Ÿ‘‰๐Ÿฟ do I need a will if I'm single without kids?

๐Ÿ‘‰๐Ÿป what is a power of attorney and appointment of enduring guardian?

๐Ÿ‘‰ when can a will be invalid?

๐Ÿ‘‰๐Ÿผ appointing an executor

๐Ÿ‘‰๐Ÿฝ can you inherit debt?

๐Ÿ‘‰๐Ÿพ should funeral wishes be included in a will?

๐Ÿ‘‰๐Ÿฟ lawyer-drawn wills vs online will tools

๐Ÿ‘‰๐Ÿป contesting a will

๐Ÿ‘‰ what is probate

๐Ÿ‘‰๐Ÿผ using a testamentary trust


Need an estate planning lawyer based in NSW? Connect with Erin: https://deviselegal.com.au


Check out John's book tour dates & links to buy the book at sortyourpropertyout.com


Book club ๐Ÿ“š This month we're reading, Thanks For The Feedback by Douglas Stone & Sheila Heen. Find it below ๐Ÿ‘‡


Booktopia: https://booktopia.kh4ffx.net/Vm6nG6

Amazon: https://amzn.to/46lAfjv


Need a sounding board for your money situation? Book a clarity call with Jess Brady: https://bit.ly/48XKImm


Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here


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, 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 & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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