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:
What Estate Planning is
Why Estate Planning is Important
What a Will is
Why You Need a Will
The Typical Problems That a Will Resolves And/Or Avoids
How do I start planning and creating my will
What a Well-Thought-Out Will Contains
How Often Should You Revisit and Update Your Will
The Next Steps After You’ve Created Your Will
What Happens to Your Estate if You Pass and Don't Leave a Will
The Other Estate Planning Documents You Should Consider Having Aside From a Will
Why You Should Consider Having an Estate Planner
The Qualities You Should Look For in an Estate Planner
Resources:
https://www.dontleaveamess.ca/
