Simplifying Estate Planning
- Simplifying Estate Planning David Edey 27:29
In this episode David talks with Peter Morrison, a financial planner from Executors Friend.
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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.
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He talks about the importance of being prepared, organizing important documents, and having clear conversations about who will take on this important job.
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Tune in to learn about the challenges executors face.
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This episode is perfect for anyone wanting to learn more about making a will and ensuring their loved ones are taken care of.
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For David’s book, other resources and more visit www.davidedey.com