David’s guest is Debbie Stanley, CEO and senior Estate administrator of ETP Canada.
With over a decade of experience guiding grieving families through the complexities of estate management, Debbie and David talk about the role of a corporate trustee, why more individuals are opting for professional expertise over personal executors.
They explore the dynamics of family Relationships and estate planning, and how digital assets are reshaping our approach to structuring wills.
From real-life cautionary tales like Amy Winehouse’s no estate plan to strategies for organizing your digital assets and encouraging open family discussions, this episode is full of practical advice.
Tune in for an episode that promises to help you understand another area of estate planning.
For David’s book, other resources and more visit www.davidedey.com
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.
BabyBoomer.org is an online membership community created by and for the Baby Boomer Generation. Boomers, and those who service and support them, are welcome to join our community accessing all general topics.
Notifications