How Can Your Will Make a Difference? #Wills Week 2024

If you have more than $15,000 and no will, it could be time to sort your life admin.    

It’s Wills Week 2024 and we look at the perils of not having will, but also the growing trend of leaving something to a cause you’re passionate about. 

Our conversation with Public Trust wills expert Catherine Simpson busts myths about wills and charitable giving. We cover not just leaving cash, but other assets including a part of your share portfolio. And whether to consider residual giving—a percentage of your estate that you gift after you’ve taken care of loved ones. 

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

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