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Family Heirlooms vs. Modern Values: What You Need to Know!
Manage episode 452215189 series 3307297
Innehåll tillhandahållet av David E. Edey. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av David E. Edey eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
David has a conversation with Cynthia Kraft founder of Family Branch and Root.
With over 20 years of experience, Cynthia shares her journey from genealogy to estate advisory.
Their conversations range from addressing family dynamics, choosing the right executor, and navigating modern-day challenges like the generational shifts in values.
Whether you're a testator, executor, or beneficiary, this episode will give you with the tools needed to make sure there is an easy transition of your legacy.
If that is important to you.
For David's book, other resources and more visit www.davidedey.com
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