Are you leaving your wealth in limbo?

Are you leaving your wealth in limbo?

From Shared Lunch by Sharesies

May 6, 2026 · 26 min

About this episode

The episode discusses the importance of documenting wishes with a will to protect wealth for future generations.

What happens to your house, your shares, and even your dog if you don’t document your wishes with a will? With the launch of Sharesies Wills, we’re talking to Tammy McLeod from Davenports Law and Naomi Garry from Sharesies to cover an often-overlooked part of wealth: protecting it for the next generation. Find out what it means if your estate gets caught up in complex legal probate, and how easy it can be to protect your assets from being split in ways you never intended. Tammy and Naomi explain the avoidance and myths that keep 50% of Kiwis from creating a will, and what the Property Relationships Act means for de facto, separated, and divorced couples. Learn about common mistakes when choosing an executor, and the rules and pitfalls around life insurance payments and your KiwiSaver balance.  Plus, why offers of a ‘free’ will might be too good to be true. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your…

People in this episode

Host: Sharesies

Guests: Tammy McLeod, Naomi Garry

Topics covered

  • wealth protection
  • wills
  • estate planning
  • legal probate
  • life insurance
  • KiwiSaver

Keywords

  • will
  • estate
  • probate
  • executor
  • life insurance
  • KiwiSaver
  • wealth management
  • legal advice

Sponsors

Sharesies Limited

Mentioned in this episode

Organizations: Davenports Law, Sharesies

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