Episode Details

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/