In this episode David talks with Peter Morrison, a financial planner from Executors Friend.
Peter shares his story and explains his job helping people who are executors—those in charge of handling someone’s estate when they pass away.
He talks about the importance of being prepared, organizing important documents, and having clear conversations about who will take on this important job.
Tune in to learn about the challenges executors face.
This episode is perfect for anyone wanting to learn more about making a will and ensuring their loved ones are taken care of.
For David’s book, other resources and more visit www.davidedey.com
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