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Quick Wins with Estate Planning

The Meaningful Money Personal Finance Podcast

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What Is Your Expression of Wish?

The quickest and easiest wone to the ore, is to make a wid filean when i die. It just is a massive help to those who ere left behind. What about three exprecially wishes? This is so easily overlooked iti. If you've got things like policy numbers and bank account numbers, anl that sort of stuff,. this is very sensitive information, so you must look after it carefully. And because it's an expression of wish and not an instruction, it's not in your estate - which has tax benefits.

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