• Episode 04: Navigating the death of a life partner

  • Dec 21 2022
  • Length: 58 mins
  • Podcast

Episode 04: Navigating the death of a life partner

  • Summary

  • In this final episode of What Happens When I Die?, Anna Hacker talks to Robert Kerr, an Australian Unity Trustees client, and father of Australian Unity Wealth and Capital Markets CEO, Esther Kerr Smith.

    Robert generously talks about his experience navigating the death of his wife in July 2021 – right in the midst of Melbourne’s strictest lock-downs.

    Together, Robert and Anna discuss estate planning, funeral arrangements, medical powers of attorney, and the importance of community support when a loved one wants to die at home.

    This subject isn’t an easy one, and this episode comes with a trigger warning. If you need help, please contact Beyond Blue on 1300 22 4636 or Lifeline on 13 11 14.

    Host: Anna Hacker

    Guest: Robert Kerr, client of Australian Unity Trustees

    Useful Links: Death of a Partner - COTA Victoria

    Disclosure: General advice for listeners. Please be aware that the information in this podcast has been prepared without considering the objectives, financial situation, or needs of any individual and is general in nature. If you do wish to act on the information, before doing so you should consider its appropriateness to your circumstances and obtain specific legal and financial advice. As we suggest in the podcast we would always recommend obtaining financial and legal advice relevant to your circumstances before making any decisions and also in line with this suggest getting specialist advice from a tax professional to confirm the impact of this financial advice on your overall tax position.

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