Sandy Pollack How Estate Planning Can Protect Your Family and Your Legacy

<p dir="ltr">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.<br /> <br /> Sandy is certified as a Family Enterprise Advisor, Certified Financial Planner, Chartered Life Underwriter, and Trust and Estate Practitioner.</p> <p><strong> </strong></p> <p><strong>During the show we discuss:</strong></p> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">What Estate Planning is</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Why Estate Planning is Important</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">What a Will is</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Why You Need a Will</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The Typical Problems That a Will Resolves And/Or Avoids</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">How do I start planning and creating my will</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">What a Well-Thought-Out Will Contains</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">How Often Should You Revisit and Update Your Will</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The Next Steps After You’ve Created Your Will</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">What Happens to Your Estate if You Pass and Don't Leave a Will</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The Other Estate Planning Documents You Should Consider Having Aside From a Will</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Why You Should Consider Having an Estate Planner</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The