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14. Estate Disputes - The Litigation Option with Teresa Catalano

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Manage episode 451797611 series 3570099
Content provided by PlanningSolo and Jordan Vaka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PlanningSolo and Jordan Vaka or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

There's a lot of misinformation out there about what happens if there's a challenge, or dispute, to a will.

But beyond the thing that triggers the dispute - or the grounds somebody uses to challenge a will - there's a deep question about how that dispute will be resolved.

There are plenty of paths that lead to a resolution and each one has its own pros and cons.

So independent financial adviser Jordan Vaka is exploring these different paths to help you identify which one might be most suitable for you, your family and your future.

In this one, he's joined by accredited Estates Specialist Teresa Catalano of iWills Legal.

In this episode, Teresa is good enough to go into real depth about the process - what to expect, when it's required and does a great job of busting some myths along the way!

To find out more, you can reach Teresa via teresa.catalano@iwillslegal.com.au, and learn more about the iWills team at iwillslegal.com.au/.

And you can connect with Teresa on LinkedIn here - Teresa Catalano | LinkedIn

As always, if you have any questions, just get in touch.

And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au.

Visit here (https://planningsolo.ck.page/lll) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and - where appropriate - seek professional advice from an experienced practitioner.

Jordan Vaka is an authorised representative of PlanningSolo Licensing, AFS Licence 526143.

  continue reading

16 episoade

Artwork
iconDistribuie
 
Manage episode 451797611 series 3570099
Content provided by PlanningSolo and Jordan Vaka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PlanningSolo and Jordan Vaka or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

There's a lot of misinformation out there about what happens if there's a challenge, or dispute, to a will.

But beyond the thing that triggers the dispute - or the grounds somebody uses to challenge a will - there's a deep question about how that dispute will be resolved.

There are plenty of paths that lead to a resolution and each one has its own pros and cons.

So independent financial adviser Jordan Vaka is exploring these different paths to help you identify which one might be most suitable for you, your family and your future.

In this one, he's joined by accredited Estates Specialist Teresa Catalano of iWills Legal.

In this episode, Teresa is good enough to go into real depth about the process - what to expect, when it's required and does a great job of busting some myths along the way!

To find out more, you can reach Teresa via teresa.catalano@iwillslegal.com.au, and learn more about the iWills team at iwillslegal.com.au/.

And you can connect with Teresa on LinkedIn here - Teresa Catalano | LinkedIn

As always, if you have any questions, just get in touch.

And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au.

Visit here (https://planningsolo.ck.page/lll) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and - where appropriate - seek professional advice from an experienced practitioner.

Jordan Vaka is an authorised representative of PlanningSolo Licensing, AFS Licence 526143.

  continue reading

16 episoade

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