What Happens to Your Money When You Die?
You’ve built it. You’ve protected it. But will your family know where it is, who gets it - and how to access it? What happens to your shares, brokerage accounts, superannuation and investment portfolio when you die? Having a will might seem like the obvious answer. But estate planning for traders and investors can become considerably more complicated when assets are held through superannuation, companies, trusts, brokerage platforms and digital accounts. And even when your family is legally entitled to your assets, there's another problem: can they actually find and access them? In this special episode of Talking Trading , Louise Bedford brings together two experts to explore both sides of protecting your financial legacy. Melbourne lawyer and estate-planning specialist Tina Garg explains what can happen to your investment assets after death, why the way assets are owned matters, what your will may not cover, and what traders and investors can do now to make transferring wealth easier for their families. Then cybersecurity expert and "good guy hacker" Robert Siciliano explores digital estate planning - including passwords, two-factor authentication, password managers, mobile phones, online financial accounts and cryptocurrency. You'll discover how to keep your financial life secure while you're alive without accidentally making your wealth inaccessible to the people you leave behind. Because protecting wealth isn't only about managing risk while you're alive. It's also about making sure the wealth you've built can ultimately do what you wanted it to do. Topics include: estate planning for investors, what happens to shares when you die, brokerage accounts after death, wills and investments, superannuation, companies and trusts, digital estate planning, password security, two-factor authentication, cryptocurrency inheritance, cybersecurity and protecting your financial legacy. This episode contains general educational information only and does not take into account your individual circumstances. Seek appropriate professional advice for your own situation. ---------------------------------------------------- Still trading on gut feel? That’s not strategy — that’s gambling. And it’s why most traders stay broke. Get my Trading Made Simple course free at tradinggame.com.au and start trading like the pros. Don’t wait — the market won’t. Louise Bedford is a best-selling author of six sharemarket books , host of the Talking Trading podcast , and founder of TradingGame.com.au , one of Australia’s leading trading education communities. For over 30 years she has helped traders master trading the Australian sharemarket, technical analysis, and trading psychology so they can build long-term financial independence. www.tradinggame.com.au www.talkingtrading.com.au . Facebook YouTube Twitter LinkedIn






