The Wall Street Journal featured Mary Sterk in a story about helping two sisters with their Estate Planning - listen to the podcast to hear how she worked with them to help figure out a way to minimize the impact of taxes. Topics include:
Will
Financial Power of Attorney
Healthcare Power of Attorney
Inheritance
Beneficiary
Funeral
Life Insurance
Legacy
Retirement
Trust
Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: tinyurl.com/3x65ejdm
Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact