Sandy Pollack How Estate Planning Can Protect Your Family and Your Legacy
The Business Credit and Financing Show · Ty Crandall
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Show Notes
Sandy Pollack is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Serving as both principal and Lead Financial Advisor, Sandy is an advocate for values-based legacy planning—believing that building wealth and managing wealth are not the same thing. Sandy is certified as a Family Enterprise Advisor, Certified Financial Planner, Chartered Life Underwriter, and Trust and Estate Practitioner.
During the show we discuss:
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What Estate Planning is
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Why Estate Planning is Important
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What a Will is
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Why You Need a Will
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The Typical Problems That a Will Resolves And/Or Avoids
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How do I start planning and creating my will
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What a Well-Thought-Out Will Contains
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How Often Should You Revisit and Update Your Will
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The Next Steps After You've Created Your Will
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What Happens to Your Estate if You Pass and Don't Leave a Will
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The Other Estate Planning Documents You Should Consider Having Aside From a Will
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Why You Should Consider Having an Estate Planner
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The Qualities You Should Look For in an Estate Planner
Resources:https://www.dontleaveamess.ca/