🪦 Wills, estates and executors: what happens when you die?

TW: This episode briefly mentions death & suicide

There are three certainties in life, death, taxes and change, and in this episode we cover all three!

If you’ve ever wanted to know what happens when you dies and what words like estate, testator, beneficiary, executor, intestate, probate, will and trustee mean, then this is the episode for you!

Alongside David Andrew, Senior Adviser at State Trustees (Victoria’s public trustee), Kate explores everything from what’s necessary for a valid will and creating an asset register, to some of the common mistakes people make when preparing their will and what happens if you or a loved one dies without one.

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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.

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.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg