E112 What Happens to Your Stocks When You Die

E112 What Happens to Your Stocks When You Die?


Stocks are your piece of the US economy, and can represent years or decades of patient compounding.

You it’s probably really important to you what happens to your hard earned investments when you pass away.

It mostly depends on how you own your stocks.

We’ll cover what happens to your stock when you die:

  1. With a trust
  2. With named beneficiaries
  3. With a will
  4. With no plan

And lastly, we’ll explain why the speed of these different choices matters so much.

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