Marlee Viero

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318 appearances 1 recordings 1 series first heard Jul 2021 last heard Jul 2021

Marlee Viero’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · Wills & Estates: Your crash course guide from Nest Legal · 26 Jul 2021 podcast

If you've got your favourite sibling is living in a different state to you, is that the best thing for your children?

Guardianship in wills isn't super watertight because you have a whole different range of things that can come into play there.

But

The person you appoint may not be the person the kids live with, but it's the person that will decide where the kids live and what's best for them.

So that would be one thing to think about.

The second thing would be your executor.

That's the person who will do everything for you, which I'm sure we'll go into more detail about later.

Your assets and liabilities and what you'd like to happen with those various assets and

Lots of people just like to work into percentages and say, I give everything to my spouse or my children or my sister.

But other people, especially that don't have dependents, like to do different things with certain assets.

Here in Australia, we're lucky enough to have testamentary freedom.

So you could basically leave your entire estate to the lost dog's home if you want to.

Lots of people like to leave charitable gifts as well, maybe leaving a token amount to a favorite charity before leaving everything else to other people as well.

Yeah, yeah, you absolutely can.

The only thing to keep in mind with that is it may need to be updated more regularly, especially if you change investments or sell shares, purchase shares and so on, because then you run the risk of giving something to someone that then doesn't exist anymore.

So yeah, but lots of people do leave, you know, I leave all of my shares to

this person especially in like blended family circumstances if you're looking to provide for say a spouse and children of a previous relationship to make sure that all the people in your life are getting what you think they should.

Like I said earlier, we do have testamentary freedom in Australia.

But when it comes to blended families and things, it can get quite complex.

Most people want to balance the needs of, say, a new spouse and children from a previous relationship.

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