27 min

412 will and estate planning (Q&A with a lawyer) part 2 Dev Raga Personal Finance

    • Investing

In today’s episode, Dev continues his interview with special guest Marlee Viero who is a wills lawyer from Nest Legal. In the 2nd part of this chat Dev and Marlee touch on:
👉🏾 the role of the executor; administering the estate
👉🏿 probate vs grants
👉🏻 the role of the court
👉 invalidity of the will
👉🏼 who can challenge a will
👉🏽 digital assets
Find out more about Marlee & the team at Nest Legal: 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.

Hosted on Acast. See acast.com/privacy for more information.

In today’s episode, Dev continues his interview with special guest Marlee Viero who is a wills lawyer from Nest Legal. In the 2nd part of this chat Dev and Marlee touch on:
👉🏾 the role of the executor; administering the estate
👉🏿 probate vs grants
👉🏻 the role of the court
👉 invalidity of the will
👉🏼 who can challenge a will
👉🏽 digital assets
Find out more about Marlee & the team at Nest Legal: www.nestlegal.com.au
We hate email spam so we don’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.

Hosted on Acast. See acast.com/privacy for more information.

27 min

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