You are not an island - why collaborating with other professionals is a "must" for wealth succession
Today's guest is corporate life insurance specialist, Tracy Duff - join us as we discuss the importance of a team approach to estate planning and business succession.
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Show Notes
Who is part of your team of advisors? Do you have a lawyer? An accountant? A financial planner? An insurance advisor? Do they all know about each other? Are you looking to find a team of advisors but do not know where to start? Does the thought of putting all these advisors in a room together fill you with terror and make you clutch onto your credit card? Are you an advisor that fits into one of these categories and wish you could be a part of a team? Then this episode is for you! Join me and my BFF Tracy Duff of Skye Planning Group for a discussion on collaborative estate planning - what it is, why it is important, and the logistics of making it work.
In this episode, we discuss the following topics: (1) Why do you need a team of advisors? (17:52); (2) Who should be on your team? (23:50); and (3) How does this type of collaboration actually work in practice? (34:05).
RESOURCES DISCUSSED ON THE EPISODE
- Strategic Coach Podcast: https://strategicpodcasts.com/
- Your Digital Undertaker Podcast: https://yourdigitalundertaker.ca/podcast/
MORE FROM TRACY
- Website: https://skyeplanning.com/
- Facebook: @SkyePlanning
- Twitter: @SkyeDuff
- IG: @skyeplanninggroup
- Email: [email protected]
MORE FROM AMANDA
- The Tax Chick Blog - https://taxchickca.wordpress.com
- Connect with me by email: [email protected]