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November 27th, 2024

Family Heirlooms vs. Modern Values: What You Need to Know!

  1. Family Heirlooms vs. Modern Values: What You Need to Know! David Edey 40:51

David has a conversation with Cynthia Kraft founder of Family Branch and Root.

 

With over 20 years of experience, Cynthia shares her journey from genealogy to Estate advisory.

 

Their conversations range from addressing family dynamics, choosing the right executor, and navigating modern-day challenges like the generational shifts in values.

 

Whether you’re a testator, executor, or beneficiary, this episode will give you with the tools needed to make sure there is an easy transition of your Legacy.

 

If that is important to you.

 

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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