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/  

This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.

A will is one of the most important documents a person can have &ndash; but it&rsquo;s often overlooked until it&rsquo;s too late. If you have assets, a family, or even a single property, you should already have one.&nbsp;
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 &ndash; a like superannuation or property held in companies &ndash; aren&rsquo;t automatically covered.&nbsp;
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.&nbsp;
Barrett + Co Legal&nbsp; <a href="https://barrettcolegal.com.au/">https://barrettcolegal.com.au/</a>&nbsp;
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.&nbsp;
For more information, please call 03 9863 3111 or visit <a href="https://bongiorno.com.au/">https://bongiorno.com.au/</a> &nbsp;
This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.

The Money Doctors is a fortnightly podcast series offering conversations on financial wealth and money matters for Australian medical and dental professionals.

This podcast is proudly brought to you by leading financial services organisation the Bongiorno Group.

The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

The Money Doctors is a fortnightly podcast series offering conversations on financial wealth and money matters for Australian medical and dental professionals.
This podcast is proudly brought to you by leading financial services organisation the Bongiorno Group.
The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

The Money Doctors

The Money Doctors offers conversations on financial wealth and money matters for Australian medical and dental professionals. 

This podcast is proudly brought to you by leading financial services organisation the Bongiorno Group. 

The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

The Money Doctors offers conversations on financial wealth and money matters for Australian medical and dental professionals. 
This podcast is proudly brought to you by leading financial services organisation the Bongiorno Group. 
The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

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