Today’s guest is David Edey, host of The Executor Help podcast and a Certified Executor Advisor.
- Click above or listen to the episode on your favourite podcast platform here (Apple Podcast, Spotify, Google Podcasts, Stitcher, Podchaser, Overcast, Castbox, etc)
Today’s Guest
David Edey
David is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal, QC for more than 35 years. He has advised hundreds of clients and he is also the author of The Executor Help: How to Settle an Estate, Pick an Executor and Avoid Family Fights. He also hosts The Executor Help podcast.
- David Edey – Purchase Executor Help book or audiobook | Website | LinkedIn | Twitter | Facebook
- Executor Help Podcast
You’ll Learn:
- Why David decided to write his book, Executor Help
- David’s challenges and struggles with settling his parents’ estate
- The two biggest mistakes that David and his parents made in handling their estate
- The three types of families and how they approach handling their estate
- What is an estate plan and what are the reasons why everyone needs one
- How digital assets form an important part of the estate plan
- What factors should parents consider when selecting an executor for their estate
- When you might want to consider obtaining a professional third-party executor
- How we can keep money from destroying a family after we are gone
- The importance of conversations and involving your kids in those conversations
- The critical importance of having an up-to-date will
- The repercussions of not having a will and how it impacts who raises your kids
- Why being an executor of an estate can be one of the hardest and worst jobs you could ever want to be involved with
- Practical tips on what you can do to make it easier on your executor
- The key professionals the executor may need to engage to help settle the estate
Resources
- Follow and tag moneydadpodcast on Instagram to comment on topics and ideas discussed during the episode that resonated with you or share with a friend
Thanks for listening!
Have some feedback you’d like to share? Leave a note in the comment section below!
If you enjoyed the episode, please share it on Instagram.
Like this show? Please leave a review on Apple or Podchaser – even one sentence helps! Ratings and reviews are extremely helpful and greatly appreciated! They do matter in the rankings of the show, and I read each one of them. Post a screenshot of you listening in Instagram and tag me so I can thank you personally!
Don’t forget to subscribe to the show to get automatic updates. I’ll be dropping a new episode every TUESDAY!
Thanks to David for joining me this week!
In case you missed it, make sure to catch up on last week’s episode “Episode 031: 7 Steps to Financial Freedom for Kids and Celebrating Money Awareness with Michael Gilmore”!
Leave a Reply