The Tony Steuer Podcast with David Edey: The Value of Communication in Estate PlanningJan 03, 2024
🙌 On the latest episode of The Tony Steuer Podcast, I spoke with David Edey, Certified Executor Advisor about why it’s important for families to prioritize making a will so they can keep their bond intact in times of crisis.
🧐 In this episode we also discussed:
👉 The importance of having these conversations sooner, rather than later.
👉 The steps you need to follow to have this conversation with your family.
👉 How you can avoid chaos by being organized.
🎥 Watch this episode below:
🎧 Listen to the podcast below or on your favorite podcast app.
Connect with David Edey:
The Executor Help Podcast: https://executorhelp.libsyn.com
Executor Help: How to Settle an Estate Pick an Executor and Avoid Family Fights (Buy on Amazon)
David Edey is a Certified Executive Advisor (CEA), currently with The Wealth Management Group. David is also an experienced writer of personal finance and investment strategy articles, which have appeared in newspapers and magazines across the country. He has also authored three books "Smart Money Strategies for the Canadian Mutual Fund Investor" and co-author of "Beyond Mutual Funds, The Guide to Canadian Wrap Accounts" and "Executor Help How to Settle an Estate, Pick an Executor and Avoid Family Fights" .