The Tony Steuer Podcast with David Edey: The Value of Communication in Estate Planning episode artwork

EPISODE · Feb 15, 2023 · 27 MIN

The Tony Steuer Podcast with David Edey: The Value of Communication in Estate Planning

from Get Ready: Before Life Happens Podcast · host Tony Steuer

Send us Fan MailOn the latest episode of The Tony Steuer Podcast, I spoke with David Edey, Certified Executor Advisor. In this episode, we talked about why it’s important for families to prioritize making a will, to keep their bond intact in times of crisis. In this episode we discussed:The importance of having these conversations sooner, rather than later.The steps you need to follow to have this conversation with your family.How you can avoid chaos by being organized.David Edey is a Certified Executive Advisor (CEA), currently with The Wealth Management Group. David is also an experienced writer of personal finance and investment strategy articles, which have appeared in newspapers and magazines across the country. He has also authored three books "Smart Money Strategies for the Canadian Mutual Fund Investor" and co-author of "Beyond Mutual Funds, The Guide to Canadian Wrap Accounts" and "Executor Help How to Settle an Estate, Pick an Executor and Avoid Family Fights".Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer. 

Episode metadata supplied by the publisher feed · Published Feb 15, 2023

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Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with David Edey, Certified Executor Advisor. In this episode, we talked about why it’s important for families to prioritize making a will, to keep their bond intact in times of crisis. In this episode we discussed: The importance of having these conversations sooner, rather than later.The steps you need to follow to have this conversation with your family.How you can avoid chaos by being organized.David Edey is...

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The Tony Steuer Podcast with David Edey: The Value of Communication in Estate Planning

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