Estate and Legacy Planning: Hard Lessons Learned and Practical Steps for Peace of Mind w/ David
Join us on this impactful episode of "Doing Business with a Servant’s Heart" as we explore the crucial topic of estate and Legacy planning with our special guest, David. Through David’s poignant personal experience of losing his parents and enduring a grueling seven-year process to settle their estate, we uncover the importance of having a comprehensive will and estate plan in place. This episode tackles common misconceptions, such as the belief that estate planning is only for the wealthy, and emphasizes that anyone with assets should be prepared to avoid unnecessary stress and complications for their loved ones. Listen in as we discuss practical advice on preparing for legal meetings, designating guardians for minor children, and understanding the emotional and financial toll that can arise from a lack of planning.
David’s wealth of knowledge is further highlighted through real-life stories, such as the tragic separation of siblings after their parents’ death and the disarray of Tony Hsieh’s vast estate. We underscore the responsibilities faced by executors and the potential family drama that can ensue without proper preparation. This episode is packed with invaluable insights and tips, encouraging listeners to subscribe to David’s YouTube channel for ongoing guidance and to share the episode with family and friends who could benefit from this essential information. Engage with us as we aim to provide security and peace of mind for families by promoting proactive and thoughtful estate planning.
(00:02) Legacy and Estate Planning Importance
(14:44) Estate Planning and Legacy Preparation
(24:50) Sharing David’s Wealth of Knowledge
David E. Edey is a Certified Executor Advisor (CEA) who
has worked in the financial planning industry in Montre�al for more than 35 years. He has advised hundreds of clients, written over 200 articles about personal Finance, and shared his expertise on radio and television myriad times. No one likes talking about death and inheritances before they absolutely
have to, but as David has learned from personal experience, having these conver�sations earlier, rather than later, will save a lot of time and Money, alleviate a
ton of stress and ill feeling, and ensure that the deceased’s wishes are prop�erly and efficiently carried out.
www.davidedey.com,
https://executorhelp.libsyn.com/
NEWSLETTER: https://view.flodesk.com/pages/64e2b98cca259e13f0890575
SERVING JOURNAL: https://www.amazon.com/dp/B0CSNSY1M1
PODCAST SWAG: https://millions.co/doing-business-with-a-servant-s-heart-san-jose
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