Unlocking the secrets of generational wealth planning
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Unlocking the secrets of generational wealth planning
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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/