506 protecting your wealth: wills, estate planning & generational wealth (Q&A with a lawyer)

In today's chat, wills and estates lawyer Marlee Viero from Nest Legal returns to chat with Dev about wills, estate planning, and how to protect your wealth for future generations. They break down common mistakes, digital assets, tax traps, and whether a testamentary trust could be right for you. The episode touches on:

👉🏾 why estate planning is more than just a will

👉🏻 common pitfalls people make with their assets

👉🏼 how to protect wealth across generations

👉 is there a death tax in Australia?

👉🏿 digital assets: who controls your online life after you die?

👉🏽 tax traps to watch out for when passing on wealth

👉🏾 how a testamentary trust works and who should consider one

👉🏻 choosing the right lawyer for your estate planning

👉 how often you should review your will and estate plan

Check out episodes 411 and 412 for the other episodes on wills & estates planning with Marlee.

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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 (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.

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 (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. The host of this podcast is an authorised representative of Money Sherpa PTY LTD, which holds financial services license 451289. To download the financial services guide, please visit: https://moneymoneymoney.squarespace.com/s/FSG-Dev-Raga-Personal-Finance-August-2025.pdf

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