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346b estate planning: dying with a blended family + Q&A (part 2)

346b estate planning: dying with a blended family + Q&A (part 2)

Fromthis is money


346b estate planning: dying with a blended family + Q&A (part 2)

Fromthis is money

ratings:
Length:
42 minutes
Released:
Nov 18, 2020
Format:
Podcast episode

Description

Blended family situations (due to divorce, re-marriage, step-kids, step-parents etc) are so unique, and come with a variety of considerations when sorting out estates. Anna Cruckshank and Angela Brischetto from Aubrey Brown Lawyers returned to chat through this tricky area, and answer some listener questions. The convo touches on:??some rules that guide the way things are sorted and split in a blended family situation??why it's sooo important to have estate docs set up when you have a blended family??how to dodge some sticky situations??how bank accounts are handled?what happens with superannuation and insurance policies??some questions from the m3 communityTo get your Will and other stuff sorted, head here and we will introduce you to Aubrey Brown Lawyers: https://www.aubreybrown.com.au/m3/Listen to part 1 of this estate planning series: https://player.whooshkaa.com/episode?id=758594Get $20 off The Glen James Spending Plan using the code "moneyz". Link to course below!For podcast resources, links to our stuff, disclaimers & warnings about this episode + more... check out: https://www.sortyourmoneyout.com/shownotes? This podcast is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. 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 and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this podcast. SYMO interactive Pty Ltd, the publisher of the podcast, is an authorised representative of MoneySherpa Pty Ltd which holds financial services licence 451289. Please read our Financial Services Guide located at sortyourmoneyout.com. This podcast is intended for residents of Australia.We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast. Hosted on Acast. See acast.com/privacy for more information.
Released:
Nov 18, 2020
Format:
Podcast episode

Titles in the series (100)

Join Glen James as he helps you sort your money out & get invested.money, property, careers, life & everything in between.my millennial money is produced by SYMO interactive. Hosted on Acast. See acast.com/privacy for more information.