Episode Details

As you get older, estate planning becomes important. But let’s be honest – it can also be pretty daunting. That’s why it’s crucial to have the right team of professionals in your corner, guiding you through the process.  

Today’s guest on the show is Ed Wollman, Estate Planning Attorney - Board Certified in Wills, Trusts & Estates by The Florida Bar and Founding Partner of Wollman, Gehrke & Associates, P.A. law firm. Pam sits down with Ed Wollman to discuss building a solid Trust Dream Team as part of your estate planning.

In this episode, they talk about:

• Trust dream team – a group of professionals working together to help you with estate planning
• Who should be in the trust dream team – financial advisor, accountant, attorney, insurance agent, etc
• Importance of selecting the right team members through interviews and credential checks
• Importance of communication and regular group meetings among team members
• Challenges and best practices around involving family members in the process
• Importance of clear communication and understanding between clients and advisors

Memorable Quotes:

“We can’t all be experts in everything, so we need to surround ourselves with the experts that make us feel comfortable.”

“One of the things that is pretty obvious is now that the Internet has become so prevalent. Everything’s faster, and everything is digital, and everything’s available. So everyone thinks you can get the answers online, but nothing beats personal touch.”

“We don’t read each other’s minds. If you get a feeling like you’re being either ignored, or you need extra, or you’re being provided with too much information, just communicate. This is your money. This is your life. This is your family. Please communicate and let your team know how you feel about how things are going.”

Resources:

Edward E. Wollman | Naples Estate Planning Lawyer: https://www.probate-florida.com/our-firm/our-attorneys/edward-e-wollman/ 

Find out more about Vi Living at our Website: https://www.viliving.com/

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