19 December 2023 — podcasts

For peace of mind: the importance of having a will

audio available
Written by bongiorno group

Do you have a will? If you do have one, is it up to date? Your circumstances may change and so it’s important to have a will to determine where you want your personal assets to be distributed. A formal will – as opposed to a templated one you might find online – will be properly prepared and structured to minimise any confusion or contention when you’re gone.
Michael Levy, Principal at Tisher Liner FC Law and Nick Fennessy, Director at the Bongiorno Group, discuss various issues concerning wills, including where they should be kept, who can witness and sign a will, what happens if you don’t have a will, and what assets can be included in a will.
For more information, please call 03 9863 3111
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.



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