Planning Your Legacy: A Practical Guide to Estate Planning for Lasting Impact
What will happen to your wealth, your wishes and the causes you care about?
Estate planning is about more than deciding who receives your assets. It’s about protecting the people you love, making your wishes clear, and considering the legacy you want to leave behind.
In this recorded session, Starship Foundation and EriksensGlobal explore the practical considerations involved in estate planning in New Zealand — from Wills and asset ownership to charitable giving and having meaningful conversations with your family.
Whether you already have a Will or are just starting to think about your estate, this session provides practical insights to help you understand what to consider and what steps you can take.
Set aside some time to explore the key considerations around protecting your loved ones, planning your estate and creating a lasting legacy.
What You'll Learn
During the session, our speakers discuss:
Wills and keeping them current - why your Will matters and why professional drafting by a solicitor is recommended.
Gifts in Wills - understanding residual, pecuniary and specific bequests, and how these can be structured.
Your wider financial affairs - considerations around trusts, jointly owned property, KiwiSaver and life insurance.
Charitable giving - how a charitable bequest can complement your broader estate and legacy goals.
Bringing your estate plan together - why your estate planning should be reviewed alongside your retirement, property and investment arrangements.
Talking about your wishes - how to have constructive conversations with family and professional advisers about your plans.
Meet The Speakers
Amy Eriksen - Registered Financial Adviser, EriksensGlobal
Amy brings her financial advice perspective to the conversation, exploring the financial and practical considerations that should form part of a well-considered estate plan - and how estate planning connects with your wider retirement, property and investment arrangements.
Colin Downie - Actuary & Investment Consultant, EriksensGlobal
Colin brings his actuarial and investment expertise to the discussion, helping put estate planning into the broader context of long-term wealth planning and investment.
Joanna Simon - CEO, Starship Foundation
Joanna shares the perspective of Starship Foundation and explores how charitable giving can form part of the legacy you leave behind, including the difference a gift in your Will can make to the lives of sick children and their families.
Your Legacy, Your Way
Estate planning doesn't have to be complicated, but it does require thought and regular review.
Taking the time to understand your options can help you make informed decisions about what happens to your wealth, who you want to benefit, and the causes you may wish to support.
For some, that may include leaving a gift to a charity that has personal meaning. A charitable bequest can be a powerful way to make a difference beyond your lifetime, while forming part of a broader estate plan.
A Conversation Worth Having
Whether you're reviewing an existing Will, considering your retirement and investment arrangements, or thinking about leaving a gift to a cause you care about, we hope this session gives you greater clarity and some practical next steps.
Watch the recording and start thinking about the legacy you want to leave.
EriksensGlobal
Independent investment consultants helping individuals, families, charities and organisations make informed decisions about their wealth and investments.
Starship Foundation
Helping New Zealand's sick children and their families receive the care, support and resources they need.
This webinar is for general information only and does not constitute personalised financial, legal or tax advice. Estate planning should be undertaken with appropriate professional advisers, including a solicitor where required.
Presented by
Your estate plan is part of your bigger financial picture.
If this webinar has prompted you to review your own arrangements, we’d be happy to have a conversation about your financial goals and how your investments and wealth strategy fit alongside your estate plans.
Let’s chat. We’re here to make your financial goals happen.
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EriksensGlobal is licensed as a full financial advice provider and registered on the FSPR, FSP40147. Amy Eriksen is authorised to provide financial advice on behalf of EriksensGlobal under its full financial advice provider license. We are members of the Financial Disputes Resolution Service. To learn more about our independence and the types of advice we provide visit our Disclosure Statement. The investment information we provide on our website is for wholesale, eligible investor and general purposes. Our privacy policy is here.