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Sandy Pollack is the Founder and Principal of Trimaran Advisory Group Ltd., specializing in estate, succession, and values-based legacy planning for business owners and self-employed professionals. She holds the CFP, CLU, TEP, FEA, and MFA-P designations and has 25 years of experience in the financial industry. She is the author of Don't Leave a Mess!: How to Disaster-Proof Your Family Legacy (2022). She joined the podcast to discuss how to organize your affairs so your estate isn't a burden on your loved ones.