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.

Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).

Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.

If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).

Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler

We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS

Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater

Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma

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.

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.

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

Learn more about your ad choices. Visit megaphone.fm/adchoices