Leave a Legacy, Not a Mess - Estate Planning Guide (2025) with David Edey

Описание: Leaving a legacy is about more than wealth—it's about avoiding unnecessary conflicts and ensuring your family’s future is filled with love, not legal battles. In this video, we dive into the insights of author and executor advisor David Edey, who shares his hard-earned wisdom on estate planning after navigating his own family’s 7-year estate dispute.

💡 Key Takeaways from the Episode:
1️⃣ Open Communication: Learn why family discussions about wills, inheritance, and executor roles are vital to avoiding future disputes.
2️⃣ Executor Prep: Discover how to choose the right person and ensure they’re equipped to handle the financial, legal, and emotional challenges of the role.
3️⃣ Estate Planning Hacks: From updating beneficiary forms to planning for digital assets, these steps will help you save time, money, and heartache for your loved ones.

📊 Did You Know? Over 152 million Americans don’t have a will. Proper planning today can prevent court battles, strained relationships, and unnecessary legal fees tomorrow.

🎯 For Viewers 60+: If you’re exploring ways to give to charity, estate planning also offers opportunities to incorporate tax-saving charitable giving hacks, like donor-advised funds or qualified charitable distributions (QCDs), which allow you to give generously while optimizing your tax savings.

👉 Watch now to discover how to preserve your legacy, protect your family, and give meaningfully to the causes you care about.

💬 How are you preparing your legacy? Share your thoughts in the comments below!
#RetirementRevealed #Retirement #DavidEdey #EstatePlanning #inheritance #executor

Links:
The Retirement Readiness Quiz: https://tswa.kartra.com/survey/lrqweb...
https://www.davidedey.com/
David Edey LinkedIn:   / david-edey-cea-b524342  
Executor Help Podcast: https://executorhelp.libsyn.com/
“Executor Help: How to Settle an Estate, Pick an Executor and Avoid Family Fights” - David Edey: https://www.davidedey.com/executorhel...
5 Things to Do When Handling an Estate - Retirement Revealed: https://keilfp.com/blogpodcast/5-thin...

===
Maximize Your Retirement Income!
Lower Your Lifetime Tax Bill
Avoid Mistake with Your Pension
Get the Most out of Social Security

If you’re trying to find the answers to these questions:
How do I get the most money out of my Social Security & Pension?
How do I lower my lifetime tax bill?
How do I turn my $500k+ retirement savings into retirement income?
Then schedule an intro call with my team at Keil Financial Partners:
https://calendly.com/d/3wq-24m-d4p

===
Disclosures
Videos published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These videos reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those videos were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.

This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.

The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.

Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.

Advisor Disclosures
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.

Additional information about Alongside, LLC - including its services, fees and any material conflicts of interest - can be found at https://adviserinfo.sec.gov/firm/summ... or by requesting Form ADV Part 2A.

The content of this media should not be reproduced or redistributed without the firm's written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.

For important disclosures visit http://keilfp.com/disclosures
===