A will is one of the most important documents a person can have – but it’s often overlooked until it’s too late. If you have assets, a family, or even a single property, you should already have one. 

Ricky Caldow, Director at the Bongiorno Group, is joined by Jackson Barrett, founder and principal lawyer at Barrett + Co Legal, who explains the essentials of will-making: who an executor is, why beneficiaries should ideally be named specifically, and why certain assets – a like superannuation or property held in companies – aren’t automatically covered. 

He breaks down the legal nuances, like when to update your will, the risks of ambiguous clauses, and how disputes between family members can arise, even when intentions are clear. Jackson also discusses duties of executors, how joint executors work, and potential tax and stamp duty consequences when deviating from what a will states. 

Barrett + Co Legal 
https://barrettcolegal.com.au/ 

The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria. 

For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/  

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