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The Power of Regular Reviews and Important Family Conversations
Manage episode 409043759 series 3307297
Konten disediakan oleh David E. Edey. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh David E. Edey atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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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