Don't Leave a Mess: How to Disaster-Proof Your Family Legacy

Presented on: Thursday, September 21st at 12:00 PM EDT

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When families cannot discuss money, it can have negative consequences for everyone involved. It is important to recognize that building, managing, and transitioning wealth are three distinct processes. Once you have successfully built your business and invested significant amounts of time and money into it, it is worthwhile to consider what kind of legacy you want to leave behind. This involves reflecting on what you will pass on and how it aligns with your values. It is also essential to ensure your family is adequately prepared to receive this gift rather than leaving them with a potentially messy situation. In this informative webinar, Sandy Pollack, an estate planner, family business advisor, and author of Don't Leave A Mess: How to Disaster-Proof Your Family Legacy, will provide insights into making wise choices for your family and business that not only safeguard your hard work but also reflect your why.

About the author: Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, founded Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Sandy and her team recognize the unique family dynamics and personal and economic complexities that entrepreneurs and self-employed professionals face. Serving as principal and Lead Financial Advisor, Sandy advocates for values-based legacy planning—believing that building wealth and managing wealth is different. Sandy is certified as a Family Enterprise Advisor, Certified Financial Planner, Chartered Life Underwriter, and Trust and Estate Practitioner. She lives in Ottawa, Canada, with her husband, Steven, their three children, and their family dog, Mia.

The views expressed by presenters are their own and their appearance in a program does not imply an endorsement of them or any entity they represent. Reference to any specific product or entity does not constitute an endorsement or recommendation by Miami University Alumni Association.