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

Shared Lunch

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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

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

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