• Unlocking the secrets of generational wealth planning

  • Feb 10 2023
  • Durata: 38 min
  • Podcast

Unlocking the secrets of generational wealth planning

  • Riassunto

  • David Edey is a certified executive advisor and has been part of the financial planning industry for over 35 years. He recently wrote a book called Executor Help which helps families settle an estate, pick an executor, and avoid family fights.

    His story began with a costly court battle to settle his parents' estate, and soon became a mission to help others avoid such heartache. When the pandemic hit, David decided to put his knowledge to good use and wrote a book about settling an estate, picking an executor, and avoiding family fights. 

    In this episode, you will learn about: 

    • How to protect your family from the chaos of settling an estate without a will.
    • What to consider when selecting a guardian for your young children.
    • How to plan for digital assets and the importance of a ‘bright red envelope’ for executors.

    Get in Touch with David:

    Email: david@davidedey.com

    Website: https://www.davidedey.com/ 

    Twitter: https://twitter.com/DavidEEdey 

    Facebook: https://www.facebook.com/prepareyourexecutorprotectyourfamily 

    This episode has been brought to you in part by:

    Maynada Media of https://maynadamedia.ca/

    Investor of Mid Term Rental of www.sarahlarbi.com/mid-term-rentals

    Inspire Resort: https://inspirebeachresort.com/ 

    Mostra di più Mostra meno
activate_samplebutton_t1

Cosa pensano gli ascoltatori di Unlocking the secrets of generational wealth planning

Valutazione media degli utenti. Nota: solo i clienti che hanno ascoltato il titolo possono lasciare una recensione

Recensioni - seleziona qui sotto per cambiare la provenienza delle recensioni.