When families cannot discuss money, it can have negative consequences for everyone involved. 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 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.
Join Sandy Pollack at 9 a.m. on Thursday, Sept. 21, via Zoom.
Questions? Contact Nathan Ghiorso at nathan.ghiorso@wsu.edu.
