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What happens if you die without a will? Who should I appoint as my executor? Who gets my Super?
Today's episode brings you the closest thing to free legal advice you'll find around, with a real live lawyer! In this episode, Kate chats to Marlee Viero, who is currently Wills & Estates lawyer at Nest Legal and has been practising in this area for over 5 years.
Marlee highlights the importance of investing in a will, what you need to consider when getting a will, appointing an executor and what their role is, contesting a will, estate plans and Super binding death nominations.
Note: Marlee speaks about these issues from a Victorian legal perspective, and since our legal system likes to keep everyone on their toes, the laws in your State may differ, so please check what's relevant to you.
Get in touch with Nest Legal here: www.nestlegal.com.au
Episode transcript now available via the show notes page.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.