• Unlocking the secrets of generational wealth planning

  • Feb 10 2023
  • Length: 38 mins
  • Podcast

Unlocking the secrets of generational wealth planning

  • Summary

  • 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/ 

    Show More Show Less
activate_samplebutton_t1

What listeners say about Unlocking the secrets of generational wealth planning

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.