The Family Love Letter

The Family Love Letter

February 18, 2023

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

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