Episode description

Podcast guest Holly Egerton from https://www.succession.nz/https://www.succession.nz/

Chapters

00:00 The Importance of Having a Will

02:45 Understanding Probate and Letters of Administration

05:47 Navigating Joint Accounts and Funeral Expenses

08:54 The Consequences of Dying Without a Will

11:52 Structuring Your Will: Key Considerations

14:53 Executor Responsibilities and Family Dynamics

17:48 Specific Wishes and Gifts in a Will

26:10 Navigating Wills and Residue Distribution

29:45 Understanding Tenants in Common vs. Joint Ownership

32:38 Life Interests and Their Implications

34:18 The Role of Trusts in Estate Planning

37:57 Enduring Powers of Attorney: Importance and Process

44:38 Updating Your Will: When and Why?