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ESTATE PLANNING WITH DAVID EDEY

money management personal finance podcasts Jan 06, 2022

Tiffany invites CEA (Certified Executor Advisor), David Edey on the podcast to talk all things estate planning. David discusses his book, Executor Help, and how his own personal experience inspired him to start helping others with the often stressful process of estate planning and settling.

About Our Guest

David Edey is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. He has advised hundreds of clients, written over 200 articles about personal finance, and shared his expertise on radio and television myriad times. 

David is not just an expert; he is someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with siblings over his parents’ estate. And that was with a written will! The grief, frustration, and stress of that experience was life-altering for him.

David was determined to write his book, Executor Help, in order to help others successfully navigate the difficult tasks of estate planning and executorship—so that other families could stay together, rather than fall apart.

Connect with David

Website: https://www.davidedey.com

Twitter: @DavidEEdey

Facebook: https://www.facebook.com/prepareyourexecutorprotectyourfamily

Connect with Tiffany on Social Media

Facebook: Money Talk With Tiff
Twitter: @moneytalkwitht
Instagram: @moneytalkwitht
LinkedIn: Tiffany Grant

 

Need further help? Check out our services page to learn more!

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