36 min
How To Keep Money From Destroying Your Family Identity Shift With Melissa Jirovec
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- Self-Improvement
Welcome back! In today's episode, we have guest David Edey, a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. David has advised hundreds of clients, written over 200 articles about personal finance, and shared his expertise on radio and television many times.
David isn't just an expert; he is someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with siblings over his parents’ estate. And that was with a written will!
The grief, frustration, and stress of that experience was life-altering for him.
Join us as we discuss:
Meeting the uncomfortable edge of having end-of-life conversations (and how to get that convo started)Busting the myth that end-of-life planning is for later on in lifeAvoiding disputes in the family over wishes & estateDavid's book that supports you in navigating these conversations, being an executor, what to know about having a will, getting your estate in placeDigital assets- what you need to know now that things are online
You can connect with David here :
Facebook: https://www.facebook.com/prepareyourexecutorprotectyourfamily
Twitter: https://twitter.com/DavidEEdey
Linked In: https://www.linkedin.com/in/david-edey-cea-b524342/
Website: https://www.davidedey.com/
Step into the genuine, expressed & passionate version of you - Snag Melissa's Confidence & Self-Expression 4-training bundle for professional women desiring to be vibrant, bold, seen & heard. Available here.
Welcome back! In today's episode, we have guest David Edey, a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. David has advised hundreds of clients, written over 200 articles about personal finance, and shared his expertise on radio and television many times.
David isn't just an expert; he is someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with siblings over his parents’ estate. And that was with a written will!
The grief, frustration, and stress of that experience was life-altering for him.
Join us as we discuss:
Meeting the uncomfortable edge of having end-of-life conversations (and how to get that convo started)Busting the myth that end-of-life planning is for later on in lifeAvoiding disputes in the family over wishes & estateDavid's book that supports you in navigating these conversations, being an executor, what to know about having a will, getting your estate in placeDigital assets- what you need to know now that things are online
You can connect with David here :
Facebook: https://www.facebook.com/prepareyourexecutorprotectyourfamily
Twitter: https://twitter.com/DavidEEdey
Linked In: https://www.linkedin.com/in/david-edey-cea-b524342/
Website: https://www.davidedey.com/
Step into the genuine, expressed & passionate version of you - Snag Melissa's Confidence & Self-Expression 4-training bundle for professional women desiring to be vibrant, bold, seen & heard. Available here.
36 min