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The Power of Regular Reviews and Important Family Conversations
Manage episode 409043759 series 3307297
Contenido proporcionado por David E. Edey. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente David E. Edey o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode David continues his conversation with Certified Executor Advisor and estate planning expert Bruce Young.
They delve deeper into the importance of ongoing conversations about estate planning within families.
Bruce emphasizes the need for regular reviews of estate plans, especially when life circumstances change, and advocates for advisors to play a crucial role in guiding their clients through the process.
David and Bruce also discuss how family communication, understanding beneficiaries' aspirations, and anticipating potential disputes are essential elements of purpose-driven estate planning.
For David's book, other resources, and more visit www.davidedey.com
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