92. What Happens to My Investments When I Pass Away?

It's No Secret

In this episode, we tackle a crucial yet often-overlooked topic: what happens to your investments when you pass away? Understanding what happens to your assets is essential for ensuring your loved ones are taken care of and the outcome you intended is achieved.

Specifically, we chat about:

• What is the importance of having a will for your investments?
• We run through a scenario of what happens in default with your estate if you don't have a will in place
• Why it's important to seek legal advice from the specialists
• How you can ensure your investment wishes are honoured

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Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.

Any information we provide is general only and current at the time of writing.
Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz