Money Guide With Mary Sterk

The primary goal of estate planning is to protect and preserve your family, not your assets. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share how a Family Love Letter can help you do just that. Topics include: Legacy Greed Love Loss Living Will Estate Planning Assets Personal Property Disposal Beneficiary Designations Life Insurance Retirement Funds Medical Power of Attorney Ethical Will Mortgage Home Insurance Banker Financial Advisor Social Security Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact