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April 10th, 2024

The Power of Creativity in Estate and Legacy Planning

  1. The Power of Creativity in Estate and Legacy Planning David Edey 32:32

Estate planning is fun! Said No One. Ever !

 

David has a conversation with Rich Lippman author of Bucket List.

 

Tune in as  Rich introduces the concept of “Missions of Meaning” in estate planning, where a portion of inheritance is dedicated to funding missions that create positive impact and lasting memories.

 

From writing “forever letters” to the importance of updating wills and the significance of keeping secrets after death, Rich’s expertise and heartwarming examples provide a fresh take on estate and legacy planning.

 

For David’s book, other resources and more visit www.davidedey.com

David Edey Author, Speaker, Certified Executor Advisor

David Edey is a Certified Executor Advisor with over 35 years of experience in the financial planning industry, specializing in estate and legacy planning. He is the author of the bestselling book, "Executor Help: How to Settle an Estate, Pick an Executor, and Avoid Family Fights," and hosts the Executor Help Podcast, guiding individuals to secure their legacies and maintain family harmony.

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