• MMS #23 | To Will or not to Will: That is the question. Getting your affairs in order 101

  • May 19 2024
  • Length: 18 mins
  • Podcast

MMS #23 | To Will or not to Will: That is the question. Getting your affairs in order 101

  • Summary

  • 50% of New Zealand adults don't have a will(!) In this episode of Money Made Simple, Jennie invites Glenys Talivai, CEO of Public Trust, to tell us all about wills - why so many don't have them, why they're so very important, and how you go about making yours. Many people think everything will automatically go to their partner or next of kin when they die, but this is not always the case. This week's episode covers:

    • What a will actually is, and a whole lot of stuff you could include beyond who gets the house - from your funeral wishes to who will look after your babies and fur babies
    • Why having a will is so key for your nearest and dearest, at a time that can already be very stressful
    • When in life you should start thinking about making your first will
    • How you actually go about making a will, what are the options, who can help and importantly, how much does it cost?
    • Some less obvious things to think about as you make, and update, your will

    Resources we mention in this episode:
    - Public Trust's guide to making a will


    By the end of this episode, we hope that you (and Jennie!) can be confident that making a will doesn't have to be a hugely time consuming or expensive task, and you'll know how valuable it is to get done now (not later), for your own peace of mind and your family's.

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    Disclaimer: This podcast contains personal opinions and is intended to provide educational information only. It doesn't relate to your particular financial situation or goals and is not financial advice or recommendations. Simplicity New Zealand Limited is the issuer of the Simplicity KiwiSaver scheme and investment funds. For product disclosure statements please visit Simplicity's website simplicity. kiwi.

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