Easy Does It - A podcast by EasyEquities
Easy Does It - A podcast by EasyEquities
Hosted by Dj @ Large
So what happens to my EasyEquities account when I die?
28 minutes Posted Apr 19, 2023 at 5:00 pm.
Get To Know Sascha Graham
What Happens to my Easy Equities Account When I die?
Documents to be submitted to Easy Equities
What Happens If I don’t Have a Will
How to Draw Up a Will
Considering a Life-file
Sascha’s Investing Principle
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Show notes
Nobody likes to think about and plan for their own death, but when you’re investing toward a future that results in generational wealth then you need to know your options. We invited Sascha Graham, Head of Legal at Purple Group, to tell us what happens to one’s easyequities account and investments upon death. Did you know that your assets and liabilities form part of your estate? But did you know that you need a little paperwork (like a will) and admin (updated death benefits forms) in order...