Canna Campbell
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Podcast Appearances
So, for example, I have the $1,000 project.
And it's a diversified share portfolio.
It's just under $400,000.
And all the dividends, well, the equivalent of the dividends go to World Vision's 1,000 Girl Project project.
What I wanted to is if something happened to me that that portfolio is held in trust and the dividends can continue on being paid to World Vision.
Apparently that's not possible.
So I'd have to basically transfer the whole portfolio over to a World Vision and if they wanted to they were at their discretion as to what they did with the portfolio could be sold down, which goes against my wishes.
So I had that frustration that it's not what I want, I'm not happy.
So I didn't want to proceed ahead.
And I spoke to a few different people who said the same.
If someone's listening to this and says, actually, I know how to fix this, please let me know.
The other situation was, obviously, my number one priority is looking after Tom.
Everything happens to me or my children.
And my children or my children.
But I also wanted to make sure that my parents were taken care for in my will, should they ever need to.
They're financially independent, separate to me.
But I just always wanted to have a bit of a backup plan that if something happened and they needed funds or they needed extra help or support, my estate could also take care of them.
And again, the advice was, you're making it too complicated.